Client Management Representative - Durham, NC
Company: Fidelity Investments
Location: Snow Hill
Posted on: August 7, 2022
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Job Description:
Job Description: Client Management Representative The Purpose of
Your Role As a Client Management Representative, you will help
support and guide Fidelity clients who have a managed portfolio via
phone . It is a direct customer contact role in which you will
address the clients needs regarding managed account s, serving as
Advisory Services voice to the customer. The Expertise We re
Looking For
Company Overview Fidelity Investments is a privately held company
with a mission 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. Honored with a Glassdoor Employees Choice Award ,
we have been recognized by our employees as a Best Place to Work in
2022. And you don t need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you ve always imagined.Many of our associates are
continuing to work remotely temporarily due to COVID-19. When
Fidelity employees eventually return to the office, our goal is for
most people to work flexibly in a way that balances both personal
and business needs with time onsite and offsite through what we re
calling " Dynamic Working ."We invite you to Find Your Fidelity at
.
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 , or by calling , prompt 2, option 3. We welcome those
with experience in jobs such as Medical Sales Rep, Account
Executive, and Inside Sales Representative and others in the Sales
to apply.
Keywords: Fidelity Investments, Greenville , Client Management Representative - Durham, NC, Executive , Snow Hill, North Carolina
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