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Central Relationship Manager - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: January 8, 2022

Job Description:

Job Description:
Central Relationship Manager
The Purpose of Your Role
This Central Relationship Manager position calls for positive energy and persistent drive! You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients.
The Expertise We're Looking For

1-3 years of experience in financial services (outbound calling experience preferred)

Related customer engagement experience desired

Series 7 required

Series 63 and 65 or Series 66 licensed or ability to acquire upon hire
The Skills You Bring

Confidence with making outbound telephone calls to clients with various asset levels

Excellent communication and interpersonal skills with clients, peers, and business partners

Your ability to succeed in a fast-paced environment

An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets
The Value You Deliver

You are essential to the Fidelity relationship strategy!

Deepening client relationships through long term guidance

Collaborating with internal business partners to help build long lasting, meaningful relationships with clients
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
COVID work policy
Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.

Learn More: Dynamic Working
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients . We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com , or by calling 800-835-5099, prompt 2, option 2.

Safety remains Fidelity's top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal. Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community. As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.

Keywords: Fidelity Investments, Covington , Central Relationship Manager - Covington, KY, Executive , Covington, Kentucky

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