Client Relationship Strategy Manager

Company: Fidelity Investments
Location: Covington
Posted on: May 22, 2020

Job Description:

Job Description: This role requires the Series 7 License in order to be considered.  If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. Your engaging personality is attractive to customers. And your instinctive tenacity is definitely attractive to us. The  Expertise  We’re Looking For 1-3 years’ experience in financial services (outbound calling experience preferred) Related sales or customer engagement experience desired Series 7 & 63 licenses required prior to hire Series 65 and/or 66 licenses required within 3 months of hire State registrations must be obtained within 3 months of hire PC/Windows skills a must The  Purpose  of Your Role This Central Relationship Manager position needs exactly your kind of energy and drive. You will focus on engaging current and potential clients via phone and written correspondence. Working in partnership with a Financial Consultant, you will build the path to an enhanced client experience and drive asset development. You will also leverage monthly sales plays, discuss asset consolidations and execute sales interactions that advance the sales cycle. The  Skills  You Bring An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets Your excellent communication and interpersonal skills with clients, business partners, team and department Your ability to thrive in a fast-paced deadline environment A broad understanding of investment options for the high-net-worth client A comfort with making outbound calls The  Value  You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term guidance Collaborating with the Relationship Manager team company wide Leading the client contact strategy Creating long lasting meaningful relationships with clients How Your Work  Impacts  the Organization Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Relationship Management We welcome those with experience in jobs such as Sales Assistant, Customer Account Manager, and Regional Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Covington , Client Relationship Strategy Manager, Other , Covington, Kentucky