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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 and Client Service expertise, with a strong focus on Project Management and Business Analysis. Proven ability to build relationships and advocate for clients while optimizing operational efficiency and satisfaction.
Highest-signal resume keywords
Brokerage Operations ExperienceClient Facing ExperienceProject Management ExperienceSeries 7 LicenseBusiness Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementBusiness AnalysisOperational EfficiencyClient SatisfactionConsultative Skills
Soft Skills
Interpersonal SkillsProblem SolvingRelationship BuildingClient Service Skills
Certifications & Qualifications
Series 7 License
Industry Keywords
BrokerageCorrespondent Broker-DealerOperational StandardsRisk ManagementCompliance
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
- Represent an elite service team and the face of Fidelity for correspondent clients and their businesses
- Build strong relationships with key decision makers and direct reports to optimize client 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 across 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 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 by certain Criminal Histories due to applicable laws and regulations
Benefits
Comp & perks- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- 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