Sales & Client Management Associates - SLC

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Listing Info

Title: Sales & Client Management Associates - SLC
Location: UT-null
The Client Management Representative (CMR) is a member of an inbound relationship management team designed to retain, acquire and deliver on the needs of clients with assets below $200,000. You will interact directly with our customers and answer inbound telephone inquiries, respond to client e-mails and conduct strategic annual reviews with customers with the goal of providing superior customer service to enhance client loyalty and retain assets. In addition, you will have the opportunity to partner with senior sales and relationship managers as a subject matter expert on managed accounts.

Primary Responsibilities

  • Educate clients on an ongoing basis regarding asset allocation
  • Conduct annual reviews of client's profiles to ensure suitable portfolio allocations
  • Probe, uncover and incorporate all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
  • Conduct welcome calls with new clients to solidify the relationship and outline the service model
  • Resolve service requests in coordination with PAS Service Specialists

    • Education & Experience

  • 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
  • Proven customer service, relationship management and sales skills

    • Skills & Knowledge

  • 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
  • Comprehensive understanding of tax and retirement issues
  • Previous experience consulting with clients or possess a strong desire to learn this approach

    • Company Overview

    Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visitwww.fidelity.com


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