Sales & Client Management Associate


Company:: Fidelity Investments-US
Location:: Merrimack, NH
Job Type:: Full Time
Category:: Asset Management

Yrs of Exp:: 2+ to 5 years
Posted:: 5/22/2013

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Job Description

You will interact directly with our customers and answer inbound telephone inquiries, respond to client e-mails and conduct strategic annual reviews with customers with the goal of providing superior customer service to enhance client loyalty and retain assets. In addition, you will have the opportunity to partner with senior sales and relationship managers as a subject matter expert on managed accounts.

Primary Responsibilities:

Educate clients on an ongoing basis regarding asset allocation
Conduct annual reviews of client's profiles to ensure suitable portfolio allocations
Probe, uncover and incorporate all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
Conduct welcome calls with new clients to solidify the relationship and outline the service model
Resolve service requests in coordination with PAS Service Specialists

Education & Experience:

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
Proven customer service, relationship management and sales skills

Skills & Knowledge:

Proven customer service, relationship management and sales skills
Strong verbal and written communication skills
Ability to effectively influence others
Efficiently problem solve, be pro-active, demonstrate initiative and multi-task
Robust time management and organizational skills
Comprehensive understanding of tax and retirement issues
Previous experience consulting with clients or possess a strong desire to learn this approach

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

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