Client Relationship Manager

Soteria Reinsurance Ltd.; Grand Blanc (MI); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Tuition Reimbursement

In-branch/ regional training

Onsite working model

Job summary

Fidelity Investments is seeking a Relationship Manager to deepen client engagement with our high-value clients. You will support the branch team, keep Financial Consultants organized, and ensure daily activities align with client needs.

The role emphasizes personalized service, compliance, and the ability to navigate financial markets with a client-focused mindset. Training is provided in-branch, regionally, and nationally.

Qualifications

• FINRA Series 7 & 66 licensed or the ability to acquire Series 66 upon hire
• 1–3 years in financial services with emphasis on customer experience
• Planning experience and knowledge of financial markets and products
• Strong social skills and ability to deliver highly personalized service
• Degree and/or CFP or related certifications are helpful; Tuition Reimbursement may assist pursuing them

Responsibilities

• Facilitate relationships with Fidelity's high-value clients
• Support branch team by keeping Financial Consultants organized
• Ensure daily activities align with client needs
• Develop a book of business and identify opportunities to add value
• Deliver client-focused service in a compliance-driven environment

Skills

FINRA Series 7 & 66

Customer service

Financial planning

Communication

Compliance

Team collaboration

Education

Bachelor's degree or equivalent

Tools

CRM systems

Microsoft Excel

Job description

Fidelity Investments is seeking a Relationship Manager to deepen client engagement with our high-value clients. You will support the branch team, keep Financial Consultants organized, and ensure daily activities align with client needs.

The role emphasizes personalized service, compliance, and the ability to navigate financial markets with a client-focused mindset. Training is provided in-branch, regionally, and nationally.