Job Description:
Client Management Representative
We have a new and exciting opportunity for a Remote Licensed Client Management Representative in the Greater San Jose area! The position is fully remote and requires you reside in the Greater San Jose, CA 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
Is it time to explore new challenges in your career?
We 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 to develop long-lasting positive relationships with Fidelity.
Join a team that’s an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
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 (paid training & support provided)
-
Minimum of 3 years of previous financial services experience
-
Broad based knowledge and understanding of general financial planning concepts, including managed solutions
-
Demonstrated customer service, relationship management and sales skills
-
Previous experience with client consultation or possess a dream to learn this approach
The Purpose of Your Role
The role of the Client Management Representative is to help support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the Client Management Representative will address the clients’ needs regarding managed account needs serving as Advisory Services’ voice to the customer.
The Skills You Bring
-
Strong verbal and written communication skills
-
Your ability to effectively influence others
-
Comfortable working independently, within the infrastructure of a large organization
-
Excels in paperless work environment by using technology and comfort learning new tools
-
A self-starter and problem solver with robust time management and organizational skills
-
Bring a comprehensive understanding of tax and retirement issues
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
-
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
-
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
-
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
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
How Your Work Impacts the Organization
The Client Management Representative is part of Fidelity’s Advisory Services group, which operates within our Personal Investing business unit. We are the leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We have a steadfast commitment to our clients, and 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.
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.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Certifications:
Series 07 – FINRA, Series 66 – FINRA
Company Overview
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com.
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 @fmr.com, or by calling 800-835-5099, prompt 2, option 2.