Client Relationship Manager – Financial Services

Fidelity Investments; Eagle (ID); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments Inc. in Idaho is seeking a Relationship Manager to strengthen client connections with Fidelity's most valued clients. You will support branch teams by organizing Financial Consultants and aligning daily activities with client needs.

In this role you will learn to build a book of business, identify opportunities to add value, and deliver outstanding service every day. Onsite work model with comprehensive training and ongoing mentorship.

Competenze

• 1-3 years in financial services with focus on client experience
• Strong customer-focused service mindset
• Ability to navigate a deadline-driven, compliant environment
• Knowledge of financial markets and products
• Professional, coachable and collaborative

Mansioni

• Strengthen client relationships and support branch team
• Keep Financial Consultants organized and aligned with client needs
• Cultivate a book of business and identify value opportunities
• Engage clients daily with honesty and integrity

Conoscenze

FINRA Series 7

FINRA Series 66

Customer service

Compliance

Financial markets knowledge

Relationship management

Creative decision making

Formazione

SIE / Series 7 / Series 66 certifications

CFP certification (optional)

Bachelor's degree in Finance or related field

Descrizione del lavoro

Fidelity Investments Inc. in Idaho is seeking a Relationship Manager to strengthen client connections with Fidelity's most valued clients. You will support branch teams by organizing Financial Consultants and aligning daily activities with client needs.

In this role you will learn to build a book of business, identify opportunities to add value, and deliver outstanding service every day. Onsite work model with comprehensive training and ongoing mentorship.