Take charge of client relationships as a Client Experience Manager with Fidelity in Toronto. This hybrid role emphasizes relationship management, operational expertise, and promoting client loyalty.
Fidelity is seeking a Client Experience Manager to cultivate robust relationships with advisors and manage escalations for operational issues. Your focus will be on ensuring exceptional service and acting as the central contact for inquiries. With over 3 years of experience in financial services, you will drive continuous improvement and promote digital innovation among the advisor teams.
Key Responsibilities:
• Build and maintain relationships with advisor offices
• Manage operational inquiries and escalations effectively
• Represent Fidelity at client-facing meetings
• Champion innovation and digital adoption initiatives
• Organize service review discussions with clients
Requirements:
• Over 3 years in mutual fund or financial services
• 2 years in inbound call inquiries
• 1 year in transaction adjustment processing
• IFIC or CSC designation preferred
• Exceptional interpersonal and problem-solving skills
Lead relationship management and operational excellence to drive client success at Fidelity.
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