Client management representative - jacksonville, fl - fidelity investments - (Jacksonville, FL)

Your knowledge and ability of managed portfolio products helps you gain trust with our clients The Ability We're Looking For Series seven (required) Series 66 within 30 days of hire Min of 3 yrs of previous financial services background CFP Preferred The Purpose of Your Role The role of Client Management Representative is to act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. This role focuses on customer background, retention and sales associated with Fidelity Managed Accounts in coordination with the client's Financial Consultant. It is a phone-based customer contact role in which the Client Management Representative will connect with clients to address the most complex managed account sales and client management needs. This includes Annual Strategic Reviews, risk mitigation, and acting as SAI's voice to the customer.