Client Engagement Representative


: $65,106.67 - $140,030.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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Job Description:

This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services.

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 Fidelity

Expertise Were 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 skills

Purpose of Your Role

Client Management Representatives help support and consult Fidelity clients who have a managed portfolio.

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 approach

Value You Deliver

Educating clients on an ongoing basis regarding asset allocation

Conducting annual reviews of clients 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 Specialists

How Your Work
Impacts the Organization

The Client Relationship Manager is part of Fidelitys 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. Youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and thats why well 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

Fidelity Investments is an equal opportunity employer.

Series 07 - FINRA, Series 66 - FINRA


Customer Service
We welcome those with experience in jobs such as Sales Manager, Territory Sales Professional, and Sales Assistant and others in the Sales to apply.
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Associated topics: banking service, commercial loan, loan servicing officer, mortgage loan originator, mortgage originator, mortgage servicing officer, mortgage underwriter, personal banker, personal banker iv, sell * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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