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 cutting-edge 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
• Solid 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