Client Relationship Manager - Financial Services

Soteria Reinsurance Ltd.; Town of Brookfield (WI); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Tuition Reimbursement

Job summary

Fidelity Investments in the United States seeks a Relationship Manager to strengthen client relationships, support the branch team, and keep Financial Consultants organized to deliver tailored service daily.

You will learn to cultivate a book of business and identify opportunities to add value while operating in a compliance-focused, deadline-driven environment. Training is provided onsite with a collaborative team.

Qualifications

• FINRA Series 7 and 66 licenses or ability to acquire Series 66 upon hire.
• 1–3 years in financial services with strong customer experience.
• Ability to operate in a compliance-driven, deadline-focused environment.
• Planning knowledge of financial markets and products.
• Strong interpersonal and client service skills.
• Professional and coachable with collaborative mindset.

Responsibilities

• Strengthen client relationships and advocate for clients.
• Support branch team and keep Financial Consultants organized.
• Identify opportunities to add value to client relationships.
• Facilitate targeted appointments driving meaningful client engagement.

Skills

FINRA Series 7

FINRA Series 66

Customer experience

Financial services

Relationship management

Strong communication

Decision making

Professional demeanor

Education

CFP or degree helpful

Tools

FINRA licenses

Job description

Fidelity Investments in the United States seeks a Relationship Manager to strengthen client relationships, support the branch team, and keep Financial Consultants organized to deliver tailored service daily.

You will learn to cultivate a book of business and identify opportunities to add value while operating in a compliance-focused, deadline-driven environment. Training is provided onsite with a collaborative team.