CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Fidelity Investments Customer Success Advocate - Fidelity Investments

Company: Fidelity Investments
Location: Covington
Posted on: May 23, 2020

Job Description:

Fidelity Investments Client Engagement Representative - Fidelity InvestmentsJob Description: 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 in order to develop long-lasting positive relationships with Fidelity The Expertise We're Looking For Series 7 (required) Series 66 within 30 days of hire Minimum of 3 years of previous financial services experience Broad based knowledge and understanding of general financial planning concepts Shown customer service, relationship management and sales skills The Purpose of Your Role Client Management Representatives help support and consult Fidelity clients who have a managed portfolio. The Skills You Bring A strong verbal and written communication skills Your ability to effectively influence others Authoritatively problem solve, be dedicated, demonstrate initiative and multi-task Have a robust time management and organizational skills Bring a comprehensive understanding of tax and retirement issues Having previous experience consulting with clients or possess a dream to learn this approach 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 Resolving service requests in coordination with PAS Service Specialists How Your Work Impacts the Organization The Client Relationship Manager is part of Fidelity's Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. 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. Company Overview At 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Certifications: Series 07 FINRA, Series 63 FINRA Category: Customer Service Company Overview At 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. We welcome those with experience in jobs such as Sales Manager, Customer Account Manager, and General Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Covington , Fidelity Investments Customer Success Advocate - Fidelity Investments, Other , Covington, Kentucky

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Hair Stylist - Southport Pavillion
Description: Stylist At Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Hair Stylist - Shops at Eagle Creek
Description: Stylist At Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Salon Manager - Lafayette Pointe
Description: Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020


Hair Stylist - Chapel Hill
Description: Stylist At Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Salon Manager - Marketplace at Anson
Description: Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Hair Stylist - North Willow Commons
Description: Stylist At Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Assistant Salon Manager - Marketplace at Anson
Description: Assistant Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to support other stylists Then let s talk Maybe you re a stylist who wants
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Assistant Salon Manager - Marsh Plaza
Description: Assistant Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to support other stylists Then let s talk Maybe you re a stylist who wants
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Salon Manager - 10th Street Station
Description: Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to hire and support other stylists Then let's talk Maybe you're a stylist who wants more
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Hair Stylist - Avalon Crossing
Description: Stylist At Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist
Company: Great Clips
Location: Indianapolis
Posted on: 06/3/2020

Log In or Create An Account

Get the latest Kentucky jobs by following @recnetKY on Twitter!

Covington RSS job feeds