Client Service Manager, Institutional Wealth Management Services
Job Description:
The Role
As a Client Service Manager III within our Institutional Wealth Management Services, you will coordinate operations and service experiences for assigned Clearing correspondent broker-dealer clients. This role focuses on project management, high-level initiatives, customer concerns, and using strategic partnerships across the NF platform. You will be the face of Fidelity, representing our elite service team and dedicating your expertise to our clients and their businesses. This opportunity stands out due to our dedication to encouraging professional growth, providing substantial responsibility, and driving ground-breaking projects!
The Value You Deliver
- Cultivate positive relationships with key decision-makers and their direct reports, uncovering opportunities to boost happiness, quality, and efficiency for both your client and Fidelity.
- Boosting operational efficiency by educating and training correspondent firms on technological tools, sharing operational standard methodologies, and assisting clients in using Fidelity’s service model.
- Serving as an advocate for your correspondent firms by being the voice of your client to our service, processing, product, and Risk, Legal, and Compliance organizations.
- Running pivotal initiatives and projects that lead to increased client happiness and operational efficiency, sharing operational metrics with clients to demonstrate their performance on the platform.
- Representing Fidelity as an operational consultant to your correspondent clients.
The Expertise You Have & Skills You Bring
- 10+ years of experience in Brokerage Operations and/or Service
- Client-facing experience highly preferred
- Project management experience preferred
- Business analysis and consulting experience is a plus
- A relevant Bachelor’s degree or equivalent experience is preferred
- Series 7 license preferred
- Outstanding interpersonal and client service skills
- Shown success in developing strong professional relationships
- Strong problem-solving and consultative skills
- Ability to lead the execution of initiatives
- In-depth industry and brokerage knowledge
The Team
The Fidelity Institutional Client Experience Division (CE) is committed to providing outstanding customer service through innovation, dedication, and a commitment to excellence. As a CSM, you will ensure a flawless and robust service experience, developing positive relationships that foster lasting trust, dedication, and happiness. Our team thrives on collaboration, and we closely adhere to our principles of inclusion and diversity, making sure every voice is heard.
The base salary range for this position is $71,000-$120,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.