Central Relationship Manager - Salt Lake City, UT

Company: Fidelity Investments
Location: American Fork
Posted on: August 6, 2022

Job Description:

Job Description: Central Relationship Manager 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

• 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 The Skills You Bring
  • 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 The Value You Deliver
    • 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 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 Certifications: 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 , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Senior Accountant, Field Client Relationship Manager, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Salt Lake City , Central Relationship Manager - Salt Lake City, UT, Accounting, Auditing , American Fork, Utah