Shape client relations at Fidelity as a Client Experience Manager in Toronto. This hybrid role emphasizes relationship management, operational expertise, and client engagement to improve advisor experiences.
Fidelity seeks a Client Experience Manager to foster relationships with advisors across Canada. You will act as the main contact for operational inquiries, ensure compliance, and maintain excellent service standards. This role also promotes innovation and collaboration to enhance client interactions with Fidelity.
Key Responsibilities:
• Establish and maintain key advisor relationships
• Manage operational inquiries and escalations thoroughly
• Represent Fidelity professionally at client events
• Coordinate internal activities for optimal client service
• Promote continuous innovation and improvements
Requirements:
• Over 3 years of experience in financial services
• Minimum of 2 years dealing with inquiries
• 1 year in transaction processing preferred
• Post-secondary degree or equivalent experience
• Relevant designations like IFIC or CSC are preferred
Become a vital part of Fidelity’s Client Experience Team and leverage your expertise in relationship management and client support.
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