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Client Management Representative - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: January 10, 2022

Job Description:

Job Description:
Client Management Representative
The Purpose of Your Role
As a Client Management Representative, you will help support and guide Fidelity clients who have a managed portfolio via phone . It is a direct customer contact role in which you will address the clients' needs regarding managed account s, serving as Advisory Services' voice to the customer.
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

Minimum of 3 years of previous financial services experience

Broad based knowledge and understanding of general financial planning concepts , including managed solutions

Demonstrated relationship management skills and p revious experience with client consultation
The Skills You Bring

Strong verbal and written communication skills

A comprehensive understanding of managed solutions and retirement offerings

Your ability to effectively influence others

A self-starter and problem solver with robust time management and organizational skills

Comfortable working independently, within the infrastructure of a large organization
The 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 model
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 , Client Management Representative - Covington, KY, Executive , Covington, Kentucky

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