Transform advisor-client interactions as a Client Experience Manager with Fidelity in a hybrid setting. Your expertise will enhance operational support and strengthen relationships for financial advisors.

As a Client Experience Manager, you will take ownership of advisor relationships, facilitating smooth communication and operational excellence. This position involves managing complex inquiries and fostering client loyalty. Your innovative mindset will be key in promoting new digital solutions and operational improvements, ensuring compliance and satisfaction.

Key Responsibilities:
• Manage and resolve advisor operational inquiries
• Build robust relationships with key advisor contacts




• Champion innovation and digital adoption initiatives
• Conduct regular service reviews and develop plans
• Liaise between advisors and operational support teams

Requirements:
• At least 3 years in mutual funds or financial services
• 2 years’ experience in call centers
• 1 year experience in transaction activities
• Familiarity with industry operational policies
• Strong organizational and time management skills

Shape the future of client interactions with your expertise at Fidelity.
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📌 Fidelity Client Experience Manager Role (Ontario)
🏢 Fidelity International
📍 Ontario