Join Fidelity as a Client Experience Manager to enhance the service delivery for advisors in a hybrid role. Your operational knowledge will be pivotal in nurturing valued partnerships.
In this position, you will lead client operational experiences, ensuring best practices and resolution of inquiries. Your ability to manage relationships effectively will help advisors navigate the complexities of their operational needs. You will also play a significant role in promoting cutting-edge solutions that contribute to the overall client satisfaction.
Key Responsibilities:
• Establish rapport with advisor offices
• Address operational inquiries and escalations
• Support service innovation and continuous improvement
• Organize service reviews and implement action plans
• Serve as the client advocate within Fidelity's teams
Requirements:
• More than 3 years in financial services required
• 2 years of call center experience necessary
• 1 year in processing transactions
• Comprehensive understanding of mutual fund operations
• Excellent communication and relationship-building skills
Elevate the client experience by utilizing your expertise and creativity at Fidelity.
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📌 Client Experience Manager Financial Services (Toronto)
🏢 Fidelity International
📍 Toronto