NewRochelleRecruiter Since 2001
the smart solution for New Rochelle jobs

Relationship Manager - Greenwich, CT

Company: Fidelity Investments
Location: Westport
Posted on: March 26, 2020

Job Description:

Job Description: We believe as a Relationship Manager, you will be facilitating relationships with Fidelity?s most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The? Expertise ?We?re Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The? Purpose ?of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client?s needs top of mind. The? Skills ?You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele The? Value ?You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients How Your Work? Impacts ?the Organization 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 our full 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. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Relationship Management We welcome those with experience in jobs such as Territory Sales Manager, Business Services Representative, and Senior Account Manager and others in the Sales to apply.

Keywords: Fidelity Investments, New Rochelle , Relationship Manager - Greenwich, CT, Other , Westport, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Amazon Warehouser (Seasonal/ Part-Time/ Full-Time/ Flexible Hours)
Description: Shifts: br Overnight, Sunrise, Day, Evening, Weekend br br Location br Teterboro , Moonachie and Paramus br Job opportunities vary by location. We update postings daily with open positions. (more...)
Company: Amazon
Location: Union
Posted on: 04/6/2020

Are You Ready For A New Career Path
Description: Leading Health Care and Dental Benefits Discount Company is seeking Health Representatives that
Company: Living Healthy
Location: Levittown
Posted on: 04/6/2020

FedEx - Package Handler, Warehouse
Description: Auto reqID: 229066BR JobSummary FedEx Ground is anessential business that needs people to help us support theeconomy, handling life-saving medications and other items that keepour communities as prepared (more...)
Company: FedEx Ground PH US
Location: Sayreville
Posted on: 04/6/2020


CDL A Regional Truck Driver - Dedicated
Description: Join the Cowan Family as a regional road driver out of Burlington, NJ. Our regional drivers out of Burlington make up to 75,000 per year. You'll enjoy our newly increased pay packages with a variety (more...)
Company: Cowan Systems
Location: Sayreville
Posted on: 04/6/2020

OTR Driver (West New York)
Description: STARTING FEBRUARY 2, 2020 WE ARE INCREASING OUR PAY PER MILE Increasing our layover and detention payIncreasing our loading and unloading payIncreasing our vacation payAdding Easter as a paid (more...)
Company: Dick Lavy Trucking
Location: West New York
Posted on: 04/6/2020

HOT TRAN$FER LEAD$ sent to your phone LIVE! BIG BUCK$! No travel!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees. We ELIMINATE their fees entirely This can save your business owner
Company: Colorado Protection, LLC - zipCCfees
Location: Hicksville
Posted on: 04/6/2020

Freelance Translators- Chinese to English
Description: Job Description CACTUS is a leading global provider of scientific and medical communication services to researchers, authors, scholarly journals, publishers, academic societies, and pharmaceutical
Company: Cactus Communications Pvt. Ltd.
Location: Levittown
Posted on: 04/6/2020

Deliver Food with Uber Eats
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Levittown
Posted on: 04/6/2020

Customer Support Representative
Description: Job Description br br Customer Support Representative br br Pay-22 br br Wayne NJ br br Shift- 1st M-F 8:00AM-5:00 PM br br Duration 5 months br br Kelly is Currently working (more...)
Company: Kelly Services
Location: Wayne
Posted on: 04/6/2020

Amazon Warehouser (Seasonal/ Part-Time/ Full-Time/ Flexible Hours)
Description: Shifts: br Overnight, Sunrise, Day, Evening, Weekend br br Location br Teterboro , Moonachie and Paramus br Job opportunities vary by location. We update postings daily with open positions. (more...)
Company: Amazon
Location: Wayne
Posted on: 04/6/2020

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

New Rochelle RSS job feeds