Fidelity Investments Palo Alto, CA, USA
Feb 12, 2019Full time
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 Role You 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. 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.com Fidelity Investments is an equal opportunity employer.