Senior Relationship Manager, Wealth Management

Responsibilities

• Providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client.
• Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients.
• Delivering customized service to clients seeking a personalized high-touch relationship.
• Documenting and communicating strategy discussions and implementation.
• Effectively addressing a range of customer needs, including mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning.
• Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor.

• Series 7, 63/65 or 66 and Life Insurance licenses are required
• Five or more years of customer service experience in the Financial Services industry
• Bachelor’s Degree preferred

Demonstrates expertise in providing high-level customer service to high net worth clients, with a focus on personalized relationship management and financial strategy implementation. Proficient in addressing complex financial inquiries and planning needs, supported by relevant licenses and extensive experience in the financial services sector.