Client Management Representative - Covington, KY
Fidelity Investments


Job Info


Job Description:

Client Management Representative

"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

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 to develop long-lasting positive relationships with Fidelity.

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

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 (paid training & support provided)
  • Minimum of 3 years of previous financial services experience
  • Broad based knowledge and understanding of general financial planning concepts, including managed solutions
  • Demonstrated customer service, relationship management and sales skills
  • Previous experience with client consultation or possess a dream to learn this approach

The Purpose of Your Role

The role of the Client Management Representative is to help support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the Client Management Representative will address the clients' needs regarding managed account needs serving as Advisory Services' voice to the customer.

The Skills You Bring

  • Strong verbal and written communication skills
  • Your ability to effectively influence others
  • Comfortable working independently, within the infrastructure of a large organization
  • Excels in paperless work environment by using technology and comfort learning new tools
  • A self-starter and problem solver with robust time management and organizational skills
  • Bring a comprehensive understanding of tax and retirement issues

Our Investments in You

We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

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

How Your Work Impacts the Organization

The Client Management Representative is part of Fidelity's Advisory Services group, which operates within our Personal Investing business unit. We are the leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We have a steadfast commitment to our clients, and 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.

We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA



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.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.




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