Manager, Client Experience at Fidelity (Ontario)

Manager, Client Experience at Fidelity (Ontario)

23 Aug
|
Fidelity International
|
Ontario

23 Aug

Fidelity International

Ontario

Drive exceptional client service at Fidelity as the Team Manager for Client Experience. This hybrid role involves leading a bilingual team and enhancing client satisfaction.

In this management position, you will oversee a team responsible for delivering top-tier service to Fidelity’s esteemed clients. With five years of relevant experience required, you will ensure compliance with industry standards while fostering strong relationships. The role also emphasizes operational excellence and ongoing staff training to elevate client satisfaction.

Key Responsibilities:
• Manage daily operations and team activities
• Supervise timely responses to client inquiries
• Foster strong relationships with clients internally and externally




• Develop action plans based on service reviews
• Collaborate with sales teams to enhance client loyalty

Requirements:
• Five years in mutual funds or financial services
• One year in coaching or managing experience
• Post-secondary education or equivalent experience
• Robust English communication skills, French if in Montreal
• Preferred completion of investment fund or securities courses

Elevate your career by inspiring a motivated team dedicated to top-notch service at Fidelity.
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📌 Manager, Client Experience at Fidelity (Ontario)
🏢 Fidelity International
📍 Ontario

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