Client Management Representative - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: February 22, 2021
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Job Description:
Job Description:Client Management Representative"Fidelity
believes in, and is committed to, fair and consistent treatment for
every associate and customer, and to creating a safe and respectful
environment, in which everyone is treated with kindness, compassion
and respect." Abby Johnson - Chairman & CEO Fidelity InvestmentsIs
it time to explore new challenges in your career?We believe your
knowledge and expertise of managed portfolio products helps you
gain trust with our clients. We know you will inspire client
dedication and engagement to develop long-lasting positive
relationships with Fidelity.Join a team that's an industry leader
in innovation and invests in you with key product and service
offerings, groundbreaking technology, and a world-class investment
platform. We empower professional growth, flexibility and support
thus enabling long-term success for you and our clients. Your
desire to grow and learn within the industry will open the door to
a career path full of professional rewards.The Expertise We're
Looking For* FINRA Series 7 required* FINRA Series 63 and 65 or
Series 66 licensed OR ability to acquire upon hire (paid training &
support provided)* Minimum of 3 years of previous financial
services experience* Broad based knowledge and understanding of
general financial planning concepts, including managed solutions*
Demonstrated customer service, relationship management and sales
skills* Previous experience with client consultation or possess a
dream to learn this approachThe Purpose of Your RoleThe role of the
Client Management Representative is to help support and guide
Fidelity clients who have a managed portfolio. It is a direct
customer contact role in which the Client Management Representative
will address the clients' needs regarding managed account needs
serving as Advisory Services' voice to the customer.The Skills You
Bring* Strong verbal and written communication skills* Your ability
to effectively influence others* Comfortable working independently,
within the infrastructure of a large organization* Excels in
paperless work environment by using technology and comfort learning
new tools* A self-starter and problem solver with robust time
management and organizational skills* Bring a comprehensive
understanding of tax and retirement issuesOur Investments in YouWe
believe it is important to approach life holistically. Fidelity's
greatest advantage is our people so our benefit programs are
designed to help you and your loved ones strike the right balance.
Sound too good to be true? See for yourself and learn more about
our benefits offerings:* Click to hear from a few of our associates
about the outstanding benefits Fidelity offers: Benefits at
Fidelity Investments* Click here for a story about how we are
helping our employee's payback their student loan debtThe Value You
Deliver* Educating clients on an ongoing basis regarding asset
allocation* Conducting annual reviews of client's profiles to
ensure suitable portfolio allocations* Probing, uncovering, and
incorporating all relevant financial and personal data to identify
the most appropriate investment strategy and identify additional
investment opportunities* Conducting welcome calls with new clients
to solidify the relationship and outline the service modelHow Your
Work Impacts the OrganizationThe Client Management Representative
is part of Fidelity's Advisory Services group, which operates
within our Personal Investing business unit. We are the leading
provider of investment management, retirement planning, family
conversations, portfolio guidance, brokerage, benefits outsourcing,
and many other financial products and services. We have a steadfast
commitment to our clients, and we believe in building
relationships, not just in building sales or building our assets.
After all, our clients will place their investments, their savings,
and their futures in your hands. You'll be the one who will
personally work with them to help achieve their dreams- whether
that's saving for college, for retirement, for a big vacation, or
anything else. This is a serious responsibility and that's why
we'll surround you with amazing, supportive people and all the
tools you need.We believe in being #DifferentTogether. Fidelity's
nine affinity groups are self-organized groups of employees with
common interests in areas such as race, ethnicity, gender or sexual
orientation, or who share similar interests based on similar sets
of experiences who come together to create a positive and inclusive
workplace for all employees.We continuously strive for a diverse
and inclusive workplace where we respect and value our associates
for their unique perspectives and experiences.Certifications:Series
07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 -
FINRACompany OverviewAt Fidelity, we are focused on making our
financial expertise broadly accessible and effective in helping
people live the lives they want. We are a privately held company
that places a high degree of value in creating and nurturing a work
environment that attracts the best talent and reflects our
commitment to our associates. We are proud of our diverse and
inclusive workplace where we respect and value our associates for
their unique perspectives and experiences. For information about
working at Fidelity, visit FidelityCareers.com.Fidelity Investments
is an equal opportunity employer.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
complete the application or interview process. Please email us at
or , prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Covington , Client Management Representative - Covington, KY, Executive , Covington, Kentucky
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