SaltLakeCityRecruiter Since 2001
the smart solution for Salt Lake City jobs

Account Management Representative

Company: Fidelity Investments
Location: Salt Lake City
Posted on: December 5, 2019

Job Description:

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 in order to develop long-lasting positive relationships with FidelityThe Expertise We------re Looking For

  • Series 7 (required)
  • Series 66 within 30 days of hire
  • 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 skillsThe Purpose of Your RoleClient Management Representatives help support and consult Fidelity clients who have a managed portfolio.The Skills You Bring
    • A strong verbal and written communication skills
    • Your ability to effectively influence others
    • Authoritatively problem solve, be dedicated, demonstrate initiative and multi-task
    • Have a 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 approachThe 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 Overview
        At 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
        Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Dental Sales Manager, Shift Leader, and Regional Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Salt Lake City , Account Management Representative, Executive , Salt Lake City, Utah

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Operational Risk Manager 2
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Park City
Posted on: 12/9/2019

Operational Risk Manager 2
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Magna
Posted on: 12/9/2019

Paid Search (PPC) Manager
Description: About KURU Footwear br KURU Footwear is on a mission to eliminate foot pain for every adult. Every day, we make the world's most comfortable shoes available for the people who need them most. Based (more...)
Company: KURU Footwear
Location: Salt Lake City
Posted on: 12/9/2019


Project Manager and Producer
Description: Riot is looking for a full-time project manager to join our
Company: RIOT
Location: Salt Lake City
Posted on: 12/9/2019

Account Manager
Description: WHY WE NEED YOU: EKR, Utah's leading creative agency, is looking for talented, passionate people to help manage client relationships and projects. Our ideal candidate is a meticulous organizer and deadline (more...)
Company: EKR
Location: Provo
Posted on: 12/9/2019

Operational Risk Manager 2
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Salt Lake City
Posted on: 12/9/2019

GSx Deployment Manager
Description: Join our team and experience Workday It's fun to work in a company where people truly believe in what they're doing. At Workday, we're committed to bringing passion and customer focus to the business (more...)
Company: Workday
Location: Salt Lake City
Posted on: 12/9/2019

Director of Rooms Operations - The St. Regis Deer Valley - (19130963)
Description: Here's To Your Journey with St. Regis The St. Regis brand first established luxury hospitality more than 110 years ago, with the opening of the St. Regis New York. From the moment John Jacob Astor IV (more...)
Company: Marriott International, Inc.
Location: Park City
Posted on: 12/9/2019

Assistant Store Manager, Legacy Sports - Park City
Description: Reach Your Peak at Vail Resorts. You're someone who pushes boundaries and challenges the status quo. You're brave, ambitious and passionate in everything you do. And we want you on our team. Pursue your (more...)
Company: Vail Resorts
Location: Park City
Posted on: 12/9/2019

Operational Risk Manager 2
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Alpine
Posted on: 12/9/2019

Log In or Create An Account

Get the latest Utah jobs by following @recnetUT on Twitter!

Salt Lake City RSS job feeds