JacksonvilleFLRecruiter Since 2001
the smart solution for Jacksonville jobs

Client Management Representative

Company: Fidelity Investments
Location: Jacksonville
Posted on: May 22, 2020

Job Description:

Job Description:We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with FidelityThe Expertise We---re Looking For

  • Series 7 (required)
  • Series 66 within 30 days of hire
  • Minimum of 3 years of previous financial services experience
  • Broad based knowledge and understanding of general financial planning concepts
  • Shown customer service, relationship management and sales skillsThe Purpose of Your RoleClient Management Representatives help support and consult Fidelity clients who have a managed portfolio.The Skills You Bring
    • A strong verbal and written communication skills
    • Your ability to effectively influence others
    • Authoritatively problem solve, be dedicated, demonstrate initiative and multi-task
    • Have a robust time management and organizational skills
    • Bring a comprehensive understanding of tax and retirement issues
    • Having previous experience consulting with clients or possess a dream to learn this approachThe Value You Deliver
      • Educating clients on an ongoing basis regarding asset allocation
      • Conducting annual reviews of client---s 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 SpecialistsHow Your Work Impacts the OrganizationThe Client Relationship Manager is part of Fidelity---s 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. You---ll be the one who will personally work with them to help achieve their dreams- whether that---s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that---s why we---ll 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 creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Keywords: Fidelity Investments, Jacksonville , Client Management Representative, Executive , Jacksonville, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Manager, Quality Engineering
Description: Overview About B. Braun B. Braun Medical Inc., a leader in infusion therapy and pain management, develops, manufactures, and markets innovative medical products and services to the healthcare industry. (more...)
Company: B. Braun
Location: Daytona Beach
Posted on: 05/24/2020

Manager, Non Trading Finance Control
Description: Manager, Non Trading Finance ControlJacksonville br br br br Apply now br br Refer someone br br br br br You will join our Financial Control team, located in Jacksonville, FL, as (more...)
Company: Macquarie Group
Location: Jacksonville
Posted on: 05/28/2020

Financial Product Control Assistant Manager
Description: Financial Product Control Assistant ManagerJacksonville br br br br Apply now br br Refer someone br br br br br Are you comfortable working in a collaborative environment that is (more...)
Company: Macquarie Group
Location: Jacksonville
Posted on: 05/28/2020


P-3 Senior Business Manager
Description: Are you interested in expanding your career through experience and exposure, all the while supporting a mission that seeks to ensure the security of our nation and its allies If so, then Northrop Grumman (more...)
Company: Northrop Grumman
Location: Jacksonville
Posted on: 05/24/2020

Financial Control Manager, Legal Entity Control EMEA
Description: Financial Control Manager, Legal Entity Control EMEAJacksonville br br br br Apply now br br Refer someone br br br br br We have a great opportunity for a Manager to join the EMEA (more...)
Company: Macquarie Group
Location: Jacksonville
Posted on: 05/28/2020

Fidelity Investments: Central relationship manager
Description: Job Description: Your engaging personality is attractive to customers.And
Company: Fidelity Investments
Location: Jacksonville
Posted on: 05/24/2020

Pain Management Opening Near Jacksonville, FL (Physician #)
Description: We are a national single-specialty interventional pain practice with over 70 licensed providers in 30 locations across four
Company: Britt Medical Search
Location: Jacksonville
Posted on: 05/24/2020

Assistant Manager - Management Trainee
Description: Job DescriptionNO AUTOMOTIVE EXPERIENCE REQUIRED SOME MANAGEMENT EXPERIENCE AND COLLEGE COURSE WORK IS PREFERRED.Thank you for your interest in working for the nation's largest independent tire retailer (more...)
Company: Discount Tire
Location: Gainesville
Posted on: 05/28/2020

Key Account Manager
Description: Everyone communicates. It's the essence of the human experience. How we communicate is evolving. Technology is reshaping the way we live, learn and thrive. The epicenter of this transformation is the (more...)
Company: CommScope
Location: Palm Coast
Posted on: 05/28/2020

Fidelity Investments: Central relationship manager
Description: Job Description: Your engaging personality is attractive to customers.And your instinctive tenacity is definitely attractive to us. The--Expertise--We're Looking For 1-3 years' experience in financial (more...)
Company: Fidelity Investments
Location: Jacksonville
Posted on: 05/23/2020

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Jacksonville RSS job feeds