Become a key player in client satisfaction at Fidelity Canada as a Client Experience Specialist, embracing a hybrid work schedule. Enhance your operational skills while supporting client needs.
Joining our Client Experience Team, you will play a crucial role in building relationships and addressing client inquiries. Fidelity Canada values cutting-edge approaches to improve customer interaction, and this position provides diverse opportunities for personal and qualified growth.
Key Responsibilities:
• Take ownership of client inquiries to ensure resolution
• Coordinate with internal teams for seamless service delivery
• Participate in advisor events and client meetings
• Execute special projects to enhance client experiences
• Advocate for new systems and offerings to clients
Requirements:
• At least 18 months in mutual fund services industry
• Preferred experience in customer relationship management
• Minimum of one year handling inbound calls
• Transaction and adjustment experience highly regarded
• Required: college diploma or relevant equivalent
Utilize your relationship and operational skills at Fidelity to deliver exceptional client experiences in a dynamic setting.
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📌 Hybrid Client Experience Specialist At Fidelity Alberta
🏢 Fidelity International
📍 Alberta
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