Sales & Client Management Associates - SLC
Title: Sales & Client Management Associates - SLC
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.
Education & Experience
Skills & Knowledge
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