Elevate client relationships as a Client Experience Manager with Fidelity, contributing to innovative financial solutions in a hybrid work environment. Engage directly with advisor partners to solve complex operational challenges.

In this role, you will serve as the main liaison for advisors, ensuring operational excellence and industry compliance. Your skills in relationship management, operational policies, and problem-solving will help foster loyalty and enhance the client experience. As a critical member of Fidelity’s Client Experience Team, you will influence the adoption of new systems and services within a supportive workplace.

Key Responsibilities:
• Establish and maintain relationships with advisor offices




• Coordinate and manage operational inquiries and escalations
• Promote innovation in services and systems
• Conduct service review discussions and action plans
• Lead discussions to resolve business challenges

Requirements:
• Over 3 years in financial services industry
• Minimum 2 years in inbound call handling
• 1 year in transaction processing
• Solid knowledge of mutual fund operations
• Excellent interpersonal and negotiation skills

Leverage your operational expertise and relationship skills to shape the client experience at Fidelity.
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📌 Client Experience Manager at Fidelity (Ontario)
🏢 Fidelity International
📍 Ontario