Elevate client relationships in a hybrid role as a Client Experience Specialist with Fidelity. Utilize your operational expertise to support Client Experience Managers and ensure exceptional service delivery.

As a pivotal team member, you will be responsible for handling client inquiries and ensuring all operational services meet Fidelity's high standards. Your ability to nurture relationships and manage escalations will be essential to your success. This position allows you to develop deep operational knowledge while preparing for future opportunities within the Client Experience Team.

Key Responsibilities:
• Manage client inquiries as the secondary contact
• Assess and escalate inquiries following protocols
• Attend client meetings and sales events as directed




• Collaborate with sales teams to enhance client loyalty
• Contribute to special projects and continuous improvement initiatives

Requirements:
• 18 months experience in mutual fund services
• Preferred background in customer relationship management
• Knowledge of policy and procedures in the industry
• Excellent interpersonal and communication skills
• Completion of College Diploma or equivalent

Leverage your expertise in client management and operations to make a significant impact at Fidelity.
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📌 Client Experience Specialist at Fidelity (Alberta)
🏢 Fidelity Canada
📍 Alberta