Enhance client journeys as a Client Experience Manager at Fidelity in Toronto. This hybrid role combines relationship management with operational duties to deliver exceptional service.
In this impactful position, you will oversee advisor relationships while actively resolving operational issues. Collaborating closely with internal teams, you will ensure that advisors receive seamless support. Your ability to inspire change and drive innovation will be crucial in enhancing Fidelity’s service offerings to clients.
Key Responsibilities: • Manage relationships with advisor offices effectively • Resolve inquiries and escalate issues appropriately • Attend client meetings as needed • Coordinate operational activities for optimal experiences • Drive innovations that improve service quality
Requirements: • Over 3 years in the financial services industry • At least 2 years in handling inquiries • 1 year of experience in transaction processing valued • Relevant post-secondary education required • Preferred designations include IFIC or CSC
Leverage your skills in relationship management and client service to make a significant impact at Fidelity. #J-18808-Ljbffr