Join Fidelity as a Client Experience Leader in Toronto. This hybrid position focuses on managing advisor relationships and ensuring superior operational support for financial services clients.
As a key member of the Client Experience Team, your mission is to build strong relationships with advisors and oversee their operational needs. You will take ownership of inquiries, drive service quality, and support innovation initiatives that benefit our clients. Your expertise will shape how advisors view Fidelity's offerings.
Key Responsibilities:
• Build lasting relationships with advisor clients
• Handle operational inquiries with a resolution focus
• Engage in client events and meetings professionally
• Document all activities associated with client service
• Foster an setting of continuous improvement
Requirements:
• 3+ years in mutual funds or financial services
• 2 years in inbound phone inquiries required
• Experience in transaction processing is a plus
• Post-secondary degree or equivalent
• Preference for relevant designations like IFIC or CSC
Bring your operational expertise and relationship-building skills to enhance client satisfaction at Fidelity.
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