FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Client Service Manager II/III – Wealth Client Experience
Fidelity Investments. Oversee operations, service, and digital experience for assigned clearing correspondent broker-dealer clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive brokerage operations expertise with a focus on client service and relationship management. Proven ability to lead projects, optimize operational efficiency, and advocate for client needs within financial services.
Highest-signal resume keywords
Brokerage Operations ExperienceClient-Facing ExperienceProject ManagementInterpersonal SkillsIndustry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisConsultingOperational Metrics ManagementService Model ImplementationEscalation Management
Soft Skills
Problem-Solving SkillsRelationship BuildingClient Service Skills
Certifications & Qualifications
Series 7 License
Industry Keywords
Financial ServicesComplianceRisk ManagementOperational EfficiencyClient Satisfaction
About the role
Key responsibilities & impact- Oversee operations, service, and digital experience for assigned clearing correspondent broker-dealer clients
- Manage day-to-day project management, high-level initiatives, and escalations
- Utilize strategic partnerships across the NF platform
- Partner with the Relationship Manager as part of the dedicated elite service team
- Build strong relationships with correspondent clients and their key decision makers
- Optimize client service experience and identify opportunities to improve satisfaction, quality, and efficiency
- Educate and train correspondent firms on technological tools and operational standard methodologies
- Assist clients in using Fidelity’s service model
- Advocate for correspondent firms with service, processing, product, Risk, Legal, and Compliance organizations
- Manage pivotal initiatives and projects to improve client satisfaction and operational efficiency
- Share operational metrics with correspondent clients
- Represent Fidelity as an operational consultant to correspondent clients
Requirements
What you’ll need- 10+ years of brokerage operations and/or service experience
- Client-facing experience highly preferred
- Project management experience preferred
- Business analysis and consulting experience a plus
- Relevant bachelor’s degree preferred
- Series 7 license preferred
- Exceptional interpersonal and client service skills
- Success in developing strong professional relationships
- Problem-solving and consultative skills
- Ability to manage execution of initiatives
- Industry/brokerage knowledge
- Fidelity will not provide immigration sponsorship for this position
- Employment may be restricted based on certain criminal histories under applicable financial-services laws and regulations
Benefits
Comp & perks- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
- Bonus or other variable compensation may be included depending on position and eligibility