Client Management Representative - Remote
Company: Fidelity Investments
Location: Houston
Posted on: January 15, 2021
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Job Description:
Job Description:Fidelity Investments' Racial Equity & Diversity
Pledge"Fidelity believes in, and is committed to, fair and
consistent treatment for every associate and customer, and to
creating a safe and respectful environment, in which everyone is
treated with kindness, compassion and respect." Abby Johnson -
Chairman & CEO Fidelity InvestmentsClient Management
RepresentativeWe 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.We have a
new and exciting opportunity for a Remote Licensed Client
Management Representative in the Greater Houston, TX area! The
position is fully remote and requires you reside in the Greater
Houston, TX area. We offer virtual interviewing and on boarding, as
well as access to our virtual training and support. Full access to
work from home capabilities to support our clients remotely.The
Expertise We're Looking For* Series 7 (required)* Series 66 (63/65)
preferred (paid training provided)* 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* Ability
to work 100% percent remotely* Bilingual in Spanish and English is
a plusThe Purpose of Your RoleClient Management Representatives
help support and consult Fidelity clients who have a managed
portfolio.The Skills You Bring* Strong verbal and written
communication skills* Your ability to effectively influence others*
Entrepreneurial spirit: comfortable working independently, within
the infrastructure of a large organization* Strong technological
acumen and comfort with learning how to use new tools* Excels in
paperless work environment by leveraging technology*
Authoritatively problem solve, be dedicated, demonstrate initiative
and multi-task* Have 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 approachOur Investments in YouWe
believe that a holistic approach to life is important. Our benefit
programs are designed to help you and your loved ones strike the
perfect balance. Sound too good to be true? See for yourself and
learn more about our benefits offerings:* Click to hear from a few
of our associates about the outstanding benefits Fidelity offers:
Benefits at Fidelity Investments* Click here for a story about how
we are helping our employee's payback their student loan debtThe
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
SpecialistsHow Your Work Impacts the OrganizationThe 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 OverviewAt
Fidelity, we are focused on making our financial expertise broadly
accessible and effective in helping people live the lives they
want. To do this well, as a privately held company, we place a high
degree of value in nurturing a work environment that attracts the
best talent and reflects our commitment to be an employer of
choice. We are proud of ourdiverse and inclusive workplace where we
respect and value our associates for their unrivaled perspectives
and experiences.We believe in being #DifferentTogether. Fidelity's
nine affinity groups are self-organized groups of employees with
common interests in areas such as race, ethnicity, gender or sexual
orientation, or who share similar interests based on similar sets
of experiences who come together to create a positive and inclusive
workplace for all employees.Fidelity Investments is an equal
opportunity employer.Certifications:Series 07 - FINRA, Series 66 -
FINRACompany OverviewAt 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. We are proud of our diverse and
inclusive workplace where we respect and value our associates for
their unique perspectives and experiences. For information about
working at Fidelity, visit FidelityCareers.com.Fidelity Investments
is an equal opportunity employer.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
complete the application or interview process. Please email us at
accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you
would like to request an accommodation.
Keywords: Fidelity Investments, Houston , Client Management Representative - Remote, Executive , Houston, Texas
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