Fidelity Investments: Client engagement representative

Company: Fidelity Investments
Location: Covington
Posted on: May 24, 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.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 hireMinimum of 3 years of previous financial services experienceBroad based knowledge and understanding of general financial planning conceptsShown 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 skillsYour ability to effectively influence othersAuthoritatively problem solve, be dedicated, demonstrate initiative and multi-taskHave a robust time management and organizational skillsBring a comprehensive understanding of tax and retirement issuesHaving 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 allocationConducting annual reviews of client's profiles to ensure suitable portfolio allocationsProbing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunitiesConducting welcome calls with new clients to solidify the relationship and outline the service modelResolving 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. Certifications: Series 07 FINRA, Series 63 FINRA, Series 65 FINRA, Series 66 FINRA Category: Customer Service We welcome those with experience in jobs such as Territory Sales Professional, Shift Leader, and Sales Demonstrator and others in the Sales to apply.

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