Client Management Representative - Covington, KY

Covington, KY
March 14 2019
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 Fidelity
The 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 skills
The Purpose of Your Role
Client 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 approach
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
  • Resolving service requests in coordination with PAS Service Specialists
How Your Work Impacts the Organization
The 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

Fidelity Investments is an equal opportunity employer.

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