Client Management Representative – Westlake, TX

Westlake, TX

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Job Description:

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

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 to develop long-lasting positive relationships with Fidelity.

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

The Expertise We’re Looking For

  • FINRA Series 7 required
  • FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire (paid training & support provided)
  • Minimum of 3 years of previous financial services experience
  • Broad based knowledge and understanding of general financial planning concepts, including managed solutions
  • Demonstrated customer service, relationship management and sales skills
  • Previous experience with client consultation or possess a dream to learn this approach

The Purpose of Your Role

The role of the Client Management Representative is to help support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the Client Management Representative will address the clients’ needs regarding managed account needs serving as Advisory Services’ voice to the customer.

The Skills You Bring

  • Strong verbal and written communication skills
  • Your ability to effectively influence others
  • Comfortable working independently, within the infrastructure of a large organization
  • Excels in paperless work environment by using technology and comfort learning new tools
  • A self-starter and problem solver with robust time management and organizational skills
  • Bring a comprehensive understanding of tax and retirement issues

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

The Value You Deliver

  • Educating clients on an ongoing basis regarding asset allocation
  • Conducting annual reviews of client’s 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

How Your Work Impacts the Organization

The Client Management Representative is part of Fidelity’s Advisory Services group, which operates within our Personal Investing business unit. We are the leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We have a steadfast commitment to our clients, and 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. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Relocation assistance may be available for those who meet eligibility requirements.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com

Fidelity Privacy policy

Certifications:

Series 07 – FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
  • Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.

Mentoring

  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • Rotational programs for exposure to new areas of our business.
  • An open atmosphere of knowledge sharing and collaboration.

Fidelity creates a work environment for people to flourish

A work environment where we give back, together

Connected to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Started to provide associates with opportunities to actively volunteer and share their many talents.
  • Host numerous company-wide volunteer events (in-person and virtual).
  • Partner with a number of nonprofits to support our local communities
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019
  • Supported more than 300,000 unique charities around the world
  • Since its inception, more than $42 billion has been given to public charities.

Impact by the Numbers

  • 1,200+ Community projects completed.
  • 100,000+ School supplies & backpacks donated.
  • 65,480 Students supported.

Job Description:

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

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 to develop long-lasting positive relationships with Fidelity.

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

The Expertise We’re Looking For

  • FINRA Series 7 required
  • FINRA Series 63 and 65 or Series 66 licensed OR ability to acquire upon hire (paid training & support provided)
  • Minimum of 3 years of previous financial services experience
  • Broad based knowledge and understanding of general financial planning concepts, including managed solutions
  • Demonstrated customer service, relationship management and sales skills
  • Previous experience with client consultation or possess a dream to learn this approach

The Purpose of Your Role

The role of the Client Management Representative is to help support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the Client Management Representative will address the clients’ needs regarding managed account needs serving as Advisory Services’ voice to the customer.

The Skills You Bring

  • Strong verbal and written communication skills
  • Your ability to effectively influence others
  • Comfortable working independently, within the infrastructure of a large organization
  • Excels in paperless work environment by using technology and comfort learning new tools
  • A self-starter and problem solver with robust time management and organizational skills
  • Bring a comprehensive understanding of tax and retirement issues

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

The Value You Deliver

  • Educating clients on an ongoing basis regarding asset allocation
  • Conducting annual reviews of client’s 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

How Your Work Impacts the Organization

The Client Management Representative is part of Fidelity’s Advisory Services group, which operates within our Personal Investing business unit. We are the leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We have a steadfast commitment to our clients, and 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. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Relocation assistance may be available for those who meet eligibility requirements.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:

For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland: Contact AccommodationsIreland@fmr.com
For roles based in Germany: Contact accommodationsgermany@fmr.com

Fidelity Privacy policy

Certifications:

Series 07 – FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
  • Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.

Mentoring

  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • Rotational programs for exposure to new areas of our business.
  • An open atmosphere of knowledge sharing and collaboration.

Fidelity creates a work environment for people to flourish

A work environment where we give back, together

Connected to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Started to provide associates with opportunities to actively volunteer and share their many talents.
  • Host numerous company-wide volunteer events (in-person and virtual).
  • Partner with a number of nonprofits to support our local communities
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019
  • Supported more than 300,000 unique charities around the world
  • Since its inception, more than $42 billion has been given to public charities.

Impact by the Numbers

  • 1,200+ Community projects completed.
  • 100,000+ School supplies & backpacks donated.
  • 65,480 Students supported.

Apply
Create Job Alert
Back to Search

Job Level: Associate
Job ID: 2015013

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