Client Relationship Manager – Financial Services

Soteria Reinsurance Ltd.

Tucson (AZ)

Hybrid

USD 70,000 - 110,000

Full time

2 days ago

Be an early applicant

Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Tuition reimbursement

In-branch training

Job summary

Fidelity invites an accomplished Relationship Manager to support our branch teams by strengthening client relationships and keeping Financial Consultants organized. You will focus on delivering highly personalized service, driving client engagement and ensuring daily activities align with client needs.

The role requires FINRA Series 7 and 66 (or the ability to acquire Series 66), 1–3 years in financial services, and a client-focused mindset.

Qualifications

FINRA Series 7 and 66 licenses or ability to acquire Series 66 upon hire
1-3 years in financial services with emphasis on excellent customer experience
Ability to navigate a dynamic, deadline-driven, and compliance-focused environment
Planning experience and knowledge of financial markets and products
Strong social skills and the ability to deliver highly personalized service
Degree and/or professional certifications are helpful; Tuition Reimbursement can help obtain one

Responsibilities

Strengthen relationships with Fidelity's most valuable clients and support branch team
Keep Financial Consultants organized and aligned with client needs
Drive meaningful client engagement through targeted appointments and proactive outreach