Client Relationship Manager – Financial Services

Fidelity Investments; Portland (OR); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments in Portland seeks a Relationship Manager to support our 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, identify opportunities to add value to client relationships, and deliver highly personalized service with honesty and integrity every day.

Qualifications

• FINRA Series 7 & Series 66 licenses and state registrations.
• 1-3 years in financial services with emphasis on customer experience.
• Ability to navigate a dynamic, deadline-driven, and compliant environment.
• Planning and knowledge of financial markets and products.
• Strong interpersonal skills and ability to deliver highly personalized service.

Responsibilities

• Support the branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Cultivate a book of business and identify opportunities to add value to relationships.
• Deliver honest, professional client service with integrity.

Skills

FINRA Series 7

FINRA Series 66

Customer service

Financial planning

Relationship management

Communication

Coachable / Collaborative

Education

Bachelor's degree

CFP or related certifications helpful

Job description

Fidelity Investments in Portland seeks a Relationship Manager to support our 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, identify opportunities to add value to client relationships, and deliver highly personalized service with honesty and integrity every day.