Job added in hotlist
Applied job
Contract job
Recruiter job
Employer job
Expanded search
Apply online not available
View more jobs in Los Angeles, CA
View more jobs in California

Job Details

Client Development Specialist

Company name
Fidelity Brokerage Services LLC

Los Angeles, CA, United States

Employment Type

Account Management, Retail, Customer Service

Posted on
Jan 13,2019

Valid Through
Apr 28,2019

Apply for this job


Client Development Specialist','1900091','!*!

The Client Development Specialist will work with the Regional VP and the Regional Relationship Management Team as we deliver a comprehensive custody platform to independent wealth management firms.  Our team is dedicated to supporting wealth management firms that are determined to be the future of financial advice.  

The Expertise We’re Looking For

College degree required; advanced degree preferred

3 - 5 years direct client and/or financial services experience

Strong brokerage/custody background, preferably with direct retail or customer service experience

Series 7 and 63 registrations will be required

The Purpose of Your Role

Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. You will be supporting a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive. 

The Client Development Specialist will play a key role on our team by collaborating with our Relationship Managers and Sales Executives to deliver our full suite of service, tools, benefits, and resources.  The support of the CDS allows us to be effective, proactive, and resourceful as we serve the independent advisors who work with us in the Southwest Region. 

The Skills You Bring

You bring a proactive approach to your work, and regularly take the initiative to identify opportunities, solve issues and add value to the work we do

You enjoy being part of a fast moving organization as a reliable and innovative member of the team

You enjoy building client relationships, and will willingly participate in client meetings across the region  

You consistently demonstrate strong follow-through and ownership of issues and tasks

You have a current knowledge of the RIA industry and thematic trends

You understand the components of an end-to-end client experience, and have a solid working knowledge of financial products and services.  You use this knowledge to meet and exceed client expectations

You have the ability to conduct root cause analysis and problem solve

You bring strong project management skills to a variety of initiatives, and you are comfortable balancing multiple priorities

You have a proven ability to build strong working relationships both internally and externally

You can effectively navigate throughout an organization

Your professional written, verbal and presentation skills make you an effective communicator

You are comfortable in changing environments, and known for easily adapting to new technologies and workflows        

You are proficient with MS Office programs, with an emphasis on developing presentations and formatting information

The Value You Deliver

Relationship Management Support

Acting as primary back up when RM is unavailable

Organizing and attending client visits as appropriate

Partnering with Fidelity Institutional (FI) marketing to coordinate client event participation

Collaborating with cross Fidelity partners to bring the best solutions to our clients

Interacting with clients to identify asset and revenue generating opportunities

Partnering with the Relationship Manager to create an engagement plan for growing advisors 

Analyzing engagement plans across the region to share resources, reduce cost and deliver more to each client

Partnering with the Relationship Manager to develop shared accountability in the execution of each engagement plan

Business Development

Partnering with the Relationship Manager and Practice Management to identify and implement advisor tools or programs that will impact revenue and AUM growth

Partnering with Sales Associates to identify prospecting opportunities through research and/or campaigns

Manage overall follow-up and communication on issues, opportunities and leads generated from client meetings

Monthly sales funnel participation and documentation

Ensuring an accurate and updated monthly regional sales funnel and client status notes while adhering to CRM protocol

Territory/Project Management

Coordinating the annual client goal planning process and identify key regional trends for assigned region

Developing and implementing regional reporting of actual results vs forecast for key metrics

Project manage key business initiatives for the FCCS channel across FI units – i.e. deployment and implementation of new technology roll-outs

Creating and updating regional presentations designed to highlight regional activity and key initiatives

How Your Work Impacts the Organization

The goal of Fidelity Clearing & Custody Solutions is to help advisors ensure that they are always future-ready by providing knowledgeable consulting, exceptional people and transformative technology.

As a distinct business unit of Fidelity Institutional, we are part of an organization with more than $2T in assets under administration (AUA).    More than 3500 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 4 million investors make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency and delivering insights that help to drive confidence, clarity and results','!*!

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.','Client/Customer Service','US-CA-Los Angeles - Investor Center','US-CA-San Francisco','Full-time','Individual Contributor','Bachelor's Degree (±16 years)','Standard','Exempt','Exempt','No','Client Development Specialist

Company info

Fidelity Brokerage Services LLC
Website :

Company Profile
Fidelity Investments has a rich and proud history. From our roots as a small mutual fund company, Fidelity has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits outsourcing services.

Similar Jobs:
Client Executive - (United States)
Location : Santa Monica, CA
Client Executive - (United States) Cornerstone onDemand • Santa Monica CA 90407 Job #834910618 The Client Executive will be responsible for managing and growing Cornerstone's customer base. This position requires a unique and tal...
Education Bachelor's Degree Skills Excel Compliance Management Under direct supervision, responsible for supporting the service team client relationships by coordinating administration of fiduciary, investment management, estate s...
Major Account Executive - GES
Location : Los Angeles, CA
Konica Minolta Business Solutions U.S.A., Inc., a global Fortune 1000 company and one of Forbes 2017 America\u2019s Best Large Employers, is transforming the way we all do business.From smart office technology and information mana...