Financial Sales and Relationship Management, Portfolio Advisory Services (PAS) - 1102835
Description
We are currently hiring for Client Management and Sales roles supporting Fidelity's managed accounts division. Each role has direct client contact that includes taking service calls as part of our phone center model. These calls involve partnering with senior sales and relationship managers as a subject matter expert on managed accounts and engaging directly with the customer on strategic portfolio reviews. Each role plays a critical part in ensuring our customers experience is best in class.
The roles are accountable for certain performance measures which are closely aligned with the goals of the business to include:
- Managing books of clients and driving Assets Under Management and Revenue (via inbound and outbound calls)
- Business Development (Sales Goals)
- Customer Experience Index - gauging customer's experience and satisfaction with Fidelity via the phone center
- Resolution of Service Requests/items to the highest level of accuracy within Service Level Agreements.
Qualifications
Skills and Required Experience (combination, depending on the role to which your background most closely aligns)
- Series 7, 65/66
- 3-10 years of financial services experience (preferably sales and service oriented experience)
- Proven sales, client management and consultative selling skills
- Broad based knowledge and understanding of financial investments, global economics and determinants of market movements; understanding of economic changes and ability to communicate the impact of these changes to a particular investment strategy.
- Subject matter expert with complex sales and retention opportunities and portfolio construction/maintenance.
- Understanding of tax and retirement issues
- Risk mitigation and decisions surrounding the escalation of issues
Superior verbal and written communication skills
Company Overview
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.
Job: Sales & Relationship Management
Primary Location: KY-Covington
Schedule: Full-time
Job Level: Individual Contributor
Education Level: Bachelor's Degree (?16 years)
Job Type: Standard
Shift: Day Job
Overtime Status: Non-exempt
Travel: No
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