Location: Boston, MA, USA
Company: Fidelity’s
Job Position: Relationship Manager
JOB DESCRIPTION:
Qualification:
Education & Experience
A college degree is encouraged yet not required
- 1-3 years in financial services with an emphasis in customer service
- Sales experience and knowledge of the financial markets and products
- Strong social skills and the ability to deliver highly personalized service to each client
- Thrive in a compliance driven, dynamic, and deadline driven environment
- Ability to think creatively and be comfortable making decisions
- A series 7 and series 63 license that are current and in good standing
Job Responsibility:
You are able to drive targeted appointments that improve engagement with clients
- You give specialized service and standout experiences to your clients
- You are sales focused and knowledgeable about financial planning
- You are known for your excellent communication skills both written and verbal
- You have a vested interest in being an advocate for your clients
- You are professional with a polished communication style compatible with high net worth clientele
- You are key to the Fidelity relationship strategy
- Deepening client relationships through long term mentorship
- Collaborating with the Relationship Manager team company wide
- Being responsible for the client contact strategy
- Building long-lasting meaningful relationships with clients