26 Aug
|
Fidelity International
|
Toronto
26 Aug
Fidelity International
Toronto
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 creative 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.
📌 Client Experience Manager Financial Services Toronto
🏢 Fidelity International
📍 Toronto