What are the responsibilities and job description for the Financial Relationship Manager position at Fidelity Investments?
Are you looking for a career that combines customer service with financial expertise? Do you want to be part of a company that values diversity and inclusion?
Job Description
We are seeking a Financial Relationship Manager to join our team of Customer Relationship Advocates (CRA). In this role, you will provide personalized support to Fidelity's valued clients, helping them navigate their financial needs and goals.
Key Skills
- Exceptional communication and interpersonal skills
- Strong knowledge of the financial services industry
- Ability to analyze complex client issues and develop effective solutions
- Excellent problem-solving and critical thinking skills
What We Offer
Fidelity Investments offers a competitive salary and a comprehensive benefits package, including:
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Commuter Benefit Program
- Backup Dependent Care
- Charitable match
- Concierge Services
- Wellness Program
About Our Culture
Fidelity Investments values diversity and inclusion, and we strive to create a work environment where everyone feels valued and supported. We believe that our greatest asset is our people, and we are committed to making sure that every associate has the opportunity to grow and succeed.
