Client Service Manager I / II / III - (Custody) - Wealth Client Experience

About the role

The Client Service Manager (CSM) supports a book of Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity. The CSM is the primary point of contact for all service and operational needs for the firms in their book.

Responsibilities

• Maintain high client satisfaction scores
• Influence firms to embrace new tools and technology
• Identify training opportunities
• Ensure critical metrics are met
• Support divisional business needs
• Optimize the client experience at Fidelity
• Drive high satisfaction, quality, and efficiency for both the client and Fidelity
• Deliver superior results quickly and efficiently
• Participate in client meetings and client service reviews
• Drive innovation through curiosity and comprehensive understanding of business processes and challenges

Requirements

• Bachelor’s Degree preferred
• 5+ years of operations and/or service experience in the financial services industry
• Series 7 required

Qualifications

• Excellent interpersonal, verbal and written communication skills
• Able to work well on teams and in fast-paced, cross-collaborative environments
• Think analytically and deliver solutions to complex challenges
• Prominent leadership skills
• Knowledge of the Brokerage and/or Custody industry
• Intermediate to advanced knowledge of Microsoft Office applications

Skills

• Bring energy and excitement to your role every day

Benefits

There are a number of roles to move into from our service teams including:

• Supporting our Central Control Team
• Working as a Project Manager in our Implementations and Transitions group
• Going into various leadership roles like Operations Manager or Senior Director

Pay

Details on pay are not specified at this time.

Schedule

Details on schedule are not specified at this time.