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Client Management Representative - Covington, KY

Richmond, Indiana
24 Jul 2022

Job Description:

Client Management Representative 

The Purpose of Your Role 

As a Client Management Representative, you will help support and guide Fidelity clients who have a managed portfolio via phone. It is a direct customer contact role in which you will address the clients' needs regarding managed accounts, serving as Advisory Services' voice to the customer. 

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 

  • Minimum of 3 years of previous financial services experience 

  • Broad based knowledge and understanding of general financial planning concepts, including managed solutions 

  • Demonstrated relationship management skills and previous experience with client consultation  

The Skills You Bring 

  • Strong verbal and written communication skills 

  • A comprehensive understanding of managed solutions and retirement offerings 

  • Your ability to effectively influence others 

  • A self-starter and problem solver with robust time management and organizational skills 

  • Comfortable working independently, within the infrastructure of a large organization 

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 

Our Investments in You 

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  

COVID work policy 

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying. 

Learn More: Dynamic Working  


Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to  accommodations @ , or by calling 800-835-5099, prompt 2, option 3.

We welcome those with experience in jobs such as Sales Executive, Promotional Products Sales, and Territory Sales Manager and others in the Sales to apply.
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  • Job Reference: 666809075-2
  • Date Posted: 24 July 2022
  • Recruiter: Fidelity Investments
  • Location: Richmond, Indiana
  • Salary: On Application