Enhance client interaction as a Client Experience Manager with Fidelity in Toronto. This hybrid role is critical for managing advisor relationships and operational service experiences.
As the Client Experience Manager, you will be the primary contact for advisors while overseeing operational issues and ensuring adherence to Fidelity's standards. Your responsibilities include enhancing client loyalty through expert relationship management and promoting creative solutions. Candidates should have more than 3 years of relevant financial services experience to fill this key role.
Key Responsibilities:
• Establish strong relationships with advisor partners
• Resolve operational inquiries and escalations promptly
• Attend client sales events and meetings as required
• Promote innovation within client operations
• Lead discussions on service improvements and strategies
Requirements:
• Minimum 3 years in the financial services industry
• At least 2 years handling inbound call inquiries
• 1 year in processing transactions or adjustments
• Preferred designations: IFIC or CSC
• Strong relationship-building and negotiation skills
Drive operational excellence and enrich client experiences as a key team member at Fidelity.
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