What are the responsibilities and job description for the Relationship Development Specialist position at Fidelity Investments?
We are seeking a Relationship Development Specialist to join our team of Customer Relationship Advocates (CRA). In this role, you will develop and maintain strong relationships with Fidelity's valued clients, providing personalized support and guidance to help them achieve their financial goals.
Key Responsibilities
- Develop and implement customized relationship development plans for key clients
- Build and maintain strong relationships with clients through regular communication and follow-up
- Provide expert advice and guidance on financial products and services
- Collaborate with other teams to ensure seamless service delivery
Benefits and Perks
Fidelity Investments offers a comprehensive benefits package, including:
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 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 Team
We are a dynamic team of professionals who are passionate about delivering exceptional customer service and helping our clients achieve their financial goals. We value diversity and inclusion, and we strive to create a work environment where everyone feels valued and supported.
