Elevate client interactions as a Client Experience Specialist at Fidelity Canada, where you'll work in a hybrid role from Toronto. Deliver operational excellence while supporting clients' needs and building robust relationships.

At Fidelity Canada, we prioritize enhancing the client experience for our esteemed advisor partners. As a Client Experience Specialist, your operational expertise will play a pivotal role in resolving inquiries and ensuring seamless service delivery. This hybrid role offers the chance to refine your skills and contribute to our evolving Client Experience Team.

Key Responsibilities:



• Respond to client inquiries proactively and effectively • Collaborate with Client Experience Managers on case resolutions • Attend advisor events and client meetings as necessary • Lead special projects and reporting initiatives • Promote current systems and services to clients

Requirements: • Minimum of 18 months in mutual fund services • Experience in customer relationship management preferred • 1-year experience in inbound call inquiries • 1-year experience in transaction processing • College diploma or equivalent experience required

Make an impact at Fidelity Canada, where your relationship management skills enhance client satisfaction and operational success. #J-18808-Ljbffr

📌 Client Experience Specialist at Fidelity Canada (Winnipeg)
🏢 Fidelity International
📍 Winnipeg