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Relationship Manager
2 months ago
Fidelity TalentSource LLC is seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for fostering strong relationships with our clients and identifying opportunities to deepen their engagement with our services.
Key Responsibilities- Client Relationship Building: Develop and maintain strong relationships with our clients, understanding their financial goals and objectives.
- Business Development: Identify opportunities to expand our services to existing clients and develop strategies to increase client engagement.
- Communication: Effectively communicate with clients, colleagues, and other stakeholders to ensure seamless delivery of our services.
- Market Knowledge: Stay up-to-date with market trends and developments to provide expert advice to clients.
- Team Collaboration: Work closely with our team to achieve business objectives and support the growth of our organization.
- FINRA Licenses: Possess FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and appropriate state registrations.
- Financial Services Experience: 1-3 years of experience in financial services, with a focus on providing exceptional customer service.
- Planning Experience: Possess planning experience and knowledge of financial markets and products.
- Strong Social Skills: Demonstrate strong social skills and the ability to deliver highly personalized service to each client.
- Dynamic Environment: Thrive in a dynamic, deadline-driven, and detailed compliance environment.
- Decision-Making: Ability to think creatively and make decisions with the support of your team.
Fidelity TalentSource LLC is a leading provider of financial services, dedicated to strengthening the financial well-being of our clients. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.