Transform client service at Fidelity Canada as a Client Experience Specialist, operating in a hybrid mode from either Toronto or Calgary. Engage with clients and support their needs effectively.
This role within Fidelity's Client Experience Team allows you to develop operational expertise while serving our critical clients. As the secondary point of contact, you will ensure high service standards are consistently met. Join a diverse team dedicated to making a meaningful impact in clients' financial journeys.
Key Responsibilities:
• Manage client inquiries in absence of primary support
• Collaborate with sales teams to enhance client loyalty
• Conduct timely communication with internal partners
• Support special projects and initiatives as assigned
• Gather and analyze data to improve service delivery
Requirements:
• 18 months of experience in the financial services industry
• Familiarity with client relationship management
• Minimum one year in inbound call handling
• Experience in transaction processing preferred
• Required education: college diploma or equivalent
Leverage your communication and operational skills to support Fidelity's mission and maintain exceptional service levels.
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📌 Fidelity Client Experience Specialist Role (Alberta)
🏢 Fidelity International
📍 Alberta
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