Join Fidelity as a Client Experience Specialist, enhancing advisor partner interactions through effective service. This hybrid role focuses on client resolution and operational excellence.

In this role, you will support Client Experience Managers by being the secondary point of contact for client inquiries. Building valuable relationships and resolving complex issues will be your main objectives. You will gain experience in client services while laying the foundation for future career growth within the organization.

Key Responsibilities:
• Respond to client inquiries in the absence of primary contact
• Coordinate service delivery and communication
• Participate in advisor sales meetings as requested




• Promote current system offerings to clients
• Collaborate across teams for seamless client experiences

Requirements:
• Minimum 18 months experience in related field
• Preferred experience with call inquiries and transaction processing
• Strong organizational skills and product awareness
• Adaptability to change and fast-paced environments
• Post-secondary education required

Use your skills to influence client loyalty and contribute to Fidelity's impactful client services.
#J-18808-Ljbffr

📌 Fidelity Client Experience Specialist Role (Alberta)
🏢 Fidelity Canada
📍 Alberta