Elite Client Relationship Manager - Financial Services

Soteria Reinsurance Ltd.; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Relationship Manager to strengthen client relationships and support branch teams. You will help keep Financial Consultants organized and aligned with client needs, while learning to cultivate a book of business and uncover opportunities to add value in every client interaction.

You will be expected to engage with clients daily and deliver highly personalized service within a deadline-driven, compliant environment, leveraging strong communication and

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• 1–3 years in financial services with emphasis on customer experience.
• Ability to thrive in a deadline-driven, compliant environment.
• Knowledge of financial markets and products.

Responsibilities

• Support branch team by strengthening client relationships.
• Keep Financial Consultants organized and aligned with client needs.
• Develop opportunities to add value to client relationships.

Skills

Series 7

Series 66

Customer service

Financial planning

Communication

Teamwork

Decision making

CFP pursuit

Education

Bachelor's degree

Job description

Fidelity Investments is seeking a Relationship Manager to strengthen client relationships and support branch teams. You will help keep Financial Consultants organized and aligned with client needs, while learning to cultivate a book of business and uncover opportunities to add value in every client interaction.

You will be expected to engage with clients daily and deliver highly personalized service within a deadline-driven, compliant environment, leveraging strong communication and