Client Management Representative - Jacksonville, Fl
Company: Fidelity Investments
Location: Jacksonville
Posted on: January 15, 2021
|
|
Job Description:
Job Description: Client Management Representative "Fidelity
believes in, and is committed to, fair and consistent treatment for
every associate and customer, and to creating a safe and respectful
environment, in which everyone is treated with kindness, compassion
and respect." Abby Johnson - Chairman & CEO Fidelity Investments Is
it time to explore new challenges in your career? 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 to develop long-lasting positive
relationships with Fidelity. Join a team that's an industry leader
in innovation and invests in you with key product and service
offerings, groundbreaking technology, and a world-class investment
platform. We empower professional growth, flexibility and support
thus enabling long-term success for you and our clients. Your
desire to grow and learn within the industry will open the door to
a career path full of professional rewards. The Expertise We're
Looking For * FINRA Series 7 required* FINRA Series 63 and 65 or
Series 66 licensed OR ability to acquire upon hire (paid training &
support provided)* Minimum of 3 years of previous financial
services experience* Broad based knowledge and understanding of
general financial planning concepts, including managed solutions*
Demonstrated customer service, relationship management and sales
skills* Previous experience with client consultation or possess a
dream to learn this approach The Purpose of Your Role The role of
the Client Management Representative is to help support and guide
Fidelity clients who have a managed portfolio. It is a direct
customer contact role in which the Client Management Representative
will address the clients' needs regarding managed account needs
serving as Advisory Services' voice to the customer. The Skills You
Bring * Strong verbal and written communication skills* Your
ability to effectively influence others* Comfortable working
independently, within the infrastructure of a large organization*
Excels in paperless work environment by using technology and
comfort learning new tools* A self-starter and problem solver with
robust time management and organizational skills* Bring a
comprehensive understanding of tax and retirement issues Our
Investments in You We believe it is important to approach life
holistically. Fidelity's greatest advantage is our people so our
benefit programs are designed to help you and your loved ones
strike the right balance. Sound too good to be true? See for
yourself and learn more about our benefits offerings: * Click to
hear from a few of our associates about the outstanding benefits
Fidelity offers: Benefits at Fidelity Investments* Click here for a
story about how we are helping our employee's payback their student
loan debt The 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 How Your Work Impacts the Organization
The Client Management Representative is part of Fidelity's Advisory
Services group, which operates within our Personal Investing
business unit. We are the leading provider of investment
management, retirement planning, family conversations, portfolio
guidance, brokerage, benefits outsourcing, and many other financial
products and services. We have a steadfast commitment to our
clients, and 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. We believe in being
#DifferentTogether. Fidelity's nine affinity groups are
self-organized groups of employees with common interests in areas
such as race, ethnicity, gender or sexual orientation, or who share
similar interests based on similar sets of experiences who come
together to create a positive and inclusive workplace for all
employees. We continuously strive for a diverse and inclusive
workplace where we respect and value our associates for their
unique perspectives and experiences. Certifications: Series 07 -
FINRA, Series 66 - FINRA 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. We are proud
of our diverse and inclusive workplace where we respect and value
our associates for their unique perspectives and experiences. For
information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer. Fidelity
will reasonably accommodate applicants with disabilities who need
adjustments to complete the application or interview process.
Please email us at accommodations@fmr.com or 800-835-5099, prompt
2, option 2 if you would like to request an accommodation.
Keywords: Fidelity Investments, Jacksonville , Client Management Representative - Jacksonville, Fl, Executive , Jacksonville, Florida
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Executive JobsAssistant Nurse Manager - Progressive Care Unit Description: Job Description Description Assistant Nurse Manager Progressive Care Unit AdventHealth Company: AdventHealth Location: Gainesville Posted on: 01/20/2021 Assistant Manager - Arby's Description: br Manage an Arby's restaurant to provide exceptional customer service and the attainment of agreed upon sales and profit goals, working within the framework of company values and policies. RESPONSIBILITIES: (more...) Company: Arby's Location: Starke Posted on: 01/20/2021 Home Health - RN Case Manager - Offsite - Full Time - Days Description: Job Description Description Home Health RN Case Manager AdventHealth Palm Company: AdventHealth Location: Ormond Beach Posted on: 01/20/2021 General Manager Description: OverviewAs a General Manager GM , you will lead the success of your store and team by setting the bar high for performance. You will coach, develop, and lead your team to reach Company objectives and (more...) Company: TMX Finance Family of Companies Location: Jacksonville Posted on: 01/20/2021 RN / Registered Nurse / Florida / Any / Cath Lab Director (RN) Job Description: Seeking an experienced Nurse to step into a Director role in the Cath Lab Join a full-service medical and surgical acute care center that is growing and expanding. Currently the hospital is licensed for (more...) Company: KA Recruiting, Inc. Location: Hawthorne Posted on: 01/20/2021 Manager, Total Rewards Description: Manager, Total RewardsResponsible for the design, execution and management of System wide compensation programs base and variable pay . Monitors the effectiveness of existing compensation policies, guidelines (more...) Company: One Call Location: Jacksonville Posted on: 01/20/2021 STORE MANAGER Description: Store Managers at Dollar Tree are responsible for the following: Managing the profitable operation of a retail store with emphasis on recruiting, hiring, training and developing store associates in both (more...) Company: Dollar Tree Stores Location: Saint Marys Posted on: 01/20/2021 Client Management Representative - Jacksonville, Fl Description: Job Description: Client Management Representative Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, (more...) Company: Fidelity Investments Location: Jacksonville Posted on: 01/20/2021 Retail Management - Jacksonville South/Gainesville, FL and Surrounding Area Description: Store Manager--- directly influences the performance of everyone who interacts with guests and supports a solution selling environment. The Store Leader is responsible for fostering a selling culture (more...) Company: Gamestop, Inc. Location: Gainesville Posted on: 01/20/2021 Director of Nursing - $10,000 Sign On Bonus (Nursing Administrator #) Description: Nurse Manager opening in Gainesville, Florida. About Corizon Health Correctional healthcare is not just a job. It's a calling. By choosing a career with Corizon Health, you are choosing the opportunity (more...) Company: Corizon Health Location: Gainesville Posted on: 01/20/2021 |