- 1-3 years of experience in financial services (outbound calling experience preferred)
- Related customer engagement experience desired
- Series 7 required
- Series 63 and 65 or Series 66 licensed or ability to acquire upon hire
- Confidence with making outbound telephone calls to clients with various asset levels
- Excellent communication and interpersonal skills with clients, peers, and business partners
- Your ability to succeed in a fast-paced environment
- An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets
- You are essential to the Fidelity relationship strategy
- Deepening client relationships through long term guidance
- Collaborating with internal business partners to help build long lasting, meaningful relationships with clients
Central Relationship Manager - Baltimore, United States - Fidelity Investments
Description
Job Description
:Central Relationship Manager
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch listed below:
Annapolis, Bethesda, Columbia, Towson
We have an exciting opportunity for a remote, licensed Central Relationship Manager in the Greater Baltimore, MD Area While you will work from home, you must reside in the Greater Baltimore MD Area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.
The Purpose of Your Role
This Central Relationship Manager position calls for positive energy and persistent drive You will focus on engaging current and potential clients via phone. Working in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have with clients.
The Expertise We're Looking For
The Skills You Bring
The Value You Deliver
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.
Certifications:
Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA