Make a difference as a Hybrid Client Experience Specialist at Fidelity, where client service meets operational expertise. Support Client Experience Managers while enhancing business relationships.
As part of a agile team, you'll handle client inquiries, improve service delivery, and play an essential role in ensuring client satisfaction. Your contributions will directly impact Fidelity’s mission of providing exceptional financial services. This role is ideal for those looking to develop their operational skills and advance their careers in a supportive setting.
Key Responsibilities:
• Manage client escalations and respond promptly
• Collaborate with internal teams for effective solutions
• Attend events to engage with clients and advisors
• Drive improvements across client service processes
• Maintain detailed communication regarding inquiries
Requirements:
• At least 18 months in mutual fund services
• Experience in inbound inquiries and transaction processing preferred
• Solid interpersonal and communication capabilities
• Knowledge of MS Office and Salesforce required
• College Diploma or equivalent experience necessary
Bring your relationship-building skills and operational insight to Fidelity and help transform client experiences.
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