Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate ourfull range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions
We have 170 Fidelity Investor Centers acrossthe United States and continue to open several new branches each year. Branch representatives**offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority todeliver customized and effective service, and successfully anticipate clients’ emerging needs.At Fidelity, you’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry. While you build relationships here, you’ll also be building your career.
The Relationship Manager works with customers who are assigned to a designated Private Client Group Senior Account Executive or Premium Account Executive. This role should support the (Senior) Account Executive to increase sales while providing customer service and operational support. This includes, but is not limited to, handling inbound and outbound calls generated by a book of clients. The RM acts as a conduit between the Account Executive and the client and works exclusively with Private Client Group (PCG) clients (1mil in assets at Fidelity) and Premium clients (250 in retail assets with Fidelity Investments).
Client Practice Management
* Partners with S(AE) in implementing a structured client contact strategy and promotes annual guidance reviews.
* Implements structured client contact strategy such as local market development through strategic targeted mailings in partnership with the AE.
* Manages inbound calls and emails generated by a book of clients and takes responsibility for proactive outreach to clients.
* Conducts basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Account Executive.
* Sets up targeted appointments to address client needs related to products and services. Responsible for basic sales interactions including customer facing conversations to help advance the sales cycle.
* Prepares reports and information for client meetings including prospect and referral letters in accordance with compliance requirements.
* Delivers content – research for Monday team meetings.
Business Development
* Conducts basic prospecting and/or sales communication with clients in the S (AE)’s book andpotential new business at the discretion of the S (AE).
* Identifies opportunities and generates lead referrals to S(AE)’s for guidance, asset consolidation and/or HNW product development and other more sophisticated product offerings.
* Develops more segmented marketing initiatives with the S(AE) to target client base or potential client base and develops tracking metrics.
* Helps with pre and post guidance appointments; makes outbound calls to understand what the client wants to talk about and follows up on post appointments to schedule the next meeting.
* Follows up on seminar activities; sets up next appointments with seminar attendees. May provide sales guidance and investment planning support.
Call Management, Service and Operations
* Manages client needs regarding service, trading, problem resolution and processing issues. Manages and responds to inbound client inquiries in partnership with centralized PCG phones.
* Serves as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements.
* Coordinates call management for complex service issues with PCG for the S (AE).
*Education and Experience*
* 1-3 years in financial services with an emphasis on customer service
*Skills and Knowledge*
* Series 7 & 63 Securities Licenses required prior to hire
* Series 65 and/or Series 66 and state registrations must be obtained within 12 months of hire
* Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients
* Exceptional client service phone skills
* Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment
* PC/Windows skills
*About Fidelity Investments
*
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. 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 being an employer of choice. For more information about Fidelity Investments, visitwww.fidelity.com.
/Fidelity Investments is an equal opportunity employer./
**Job:** **Branch Offices**
**Title:** **Relationship Manager - Louisville, KY**
**Location:** **KY-Louisville – Investor Center**
**Requisition ID:** **1501126*