For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.
The Expertise We’re Looking For
Series 7, 63 & 65 and Life Insurance licenses are required
Five or more years of customer service experience in the Financial Services industry
Bachelor’s Degree preferred
The Purpose of Your RoleYou are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.
The Skills You Bring
Exceptional interpersonal communication skills, via telephone and face-to-face consultations
Your subject matter expertise will be used to address unique and complex client service requests
Ability to work in a dynamic, fast-paced and deadline-oriented environment
You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews
Effectively maintain client portfolios in accordance with compliance guidelines
The Value You Deliver
Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients
Delivering customized service to clients seeking a personalized high-touch relationship
Documenting and communicating strategy discussions and implementation
Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews
Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor
Helping with pre- and post-guidance appointments making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
Certifications:
Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA