Now Hiring - Fidelity Investments - Client Management Representative - Salt Lake

Your knowledge and expertise of managed portfolio products helps you gain trust with our clients
The Expertise Were Looking For
Series 7 (required)
Series 66 within 30 days of hire
Minimum of 3 years of previous financial services experience
CFP Preferred
The Purpose of Your Role
The role of Client Management Representative is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the clients Financial Consultant. It is a phone-based customer contact role in which the Client Management Representative will connect with clients to address the most complex managed account sales and client management needs. This includes Annual Strategic Reviews, risk mitigation, and acting as SAIs voice to the customer.
The Skills You Bring
Proven customer service, relationship management and sales skills
Strong verbal and written communication skills
Ability to effectively influence others
Efficiently problem solve, be pro-active, demonstrate initiative and multi-task
Robust time management and organizational skills
Broad based knowledge and understanding of general financial planning concepts
Comprehensive understanding of tax and retirement issues
Previous experience consulting with clients or possess a strong desire to learn this approach
The Value You Deliver
Educating clients on an ongoing basis regarding asset allocation
Conducting annual reviews of clients profiles to ensure suitable portfolio allocations
Probing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
Conducting welcome calls with new clients to solidify the relationship and outline the service model
Resolving service requests in coordination with PAS Service Specialists
How Your Work Impacts the Organization
The Client Relationship Manager is part of Fidelitys Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. Youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and thats why well surround you with amazing, supportive people and all the tools you need.

Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in building and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.