Executive / Officer - Industrial Engineering (Word Study)
Jafferjee Brothers Exports (Pvt) Ltd
Job type full-time
Full job description
We have a new and exciting opportunity for a remote licensed client management representative in the greater san diego area! the position is fully remote and requires you reside in the greater san diego, california areaWe offer virtual interviewing and on boarding, as well as access to our virtual training and supportFull access to work from home capabilities to support our clients remotely
Client management representative
“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 investments
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 clientsWe 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 platformWe empower professional growth, flexibility and support thus enabling long-term success for you and our clientsYour 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 portfolioIt 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 holisticallyFidelity’s greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balanceSound 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 debt
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 unitWe are the leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and servicesWe have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assetsAfter all, our clients will place their investments, their savings, and their futures in your handsYou’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 elseThis 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 #differenttogetherFidelity’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.
Series 07 - finra, series 63 - finra, series 65 - finra
At fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they wantWe 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 associatesWe are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiencesFind 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 processTo 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.