Client Relations Manager — Financial Services

Fidelity Investments; Grand Blanc (MI); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments seeks a Relationship Manager to support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. You will learn to cultivate a book of business and identify opportunities to add value for clients.

This role emphasizes high client service standards, adherence to regulatory requirements, and a collaborative team approach within Fidelity’s onsite model.

Qualifications

• FINRA licenses required or able to acquire Series 66 upon hire.
• 1–3 years in financial services focused on customer experience.
• Strong planning and financial markets knowledge.

Responsibilities

• Strengthen client relationships and support the branch team.
• Develop and cultivate a book of business with opportunities to add value.
• Deliver highly personalized service and maintain client engagement.
• Ensure daily activities align with client needs and compliance.

Skills

FINRA Series 7 & 66

Financial services experience

Client relationships

Financial planning knowledge

Communication skills

Decision making

CFP or related degree (helpful)

Appointment setting

Client-focused mindset

Professional demeanor

Coachability & collaboration

Job description

Fidelity Investments seeks a Relationship Manager to support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities align with client needs. You will learn to cultivate a book of business and identify opportunities to add value for clients.

This role emphasizes high client service standards, adherence to regulatory requirements, and a collaborative team approach within Fidelity’s onsite model.