Client Service Manager II – Wealth Client Experience

Fidelity Investments

. Oversee operations, service, and digital experience for assigned clearing correspondent broker-dealer clients .

Posted 9/24/2026full-timeUnited StatesSeniorLead💰 $66,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive brokerage operations expertise with a focus on client satisfaction and operational efficiency. Proven ability to manage projects, build relationships, and advocate for clients within a financial services context.

Highest-signal resume keywords

Brokerage Operations ExperienceClient-Facing ExperienceProject Management ExperienceInterpersonal SkillsSeries 7 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business AnalysisConsulting ExperienceOperational Standard MethodologiesService Model ImplementationOperational Metrics Management

Soft Skills

Problem-Solving SkillsRelationship BuildingClient Service Skills

Certifications & Qualifications

Series 7 License

Industry Keywords

Broker-DealerCorrespondent ClientsFinancial ServicesRisk ManagementCompliance

About the role

Key responsibilities & impact

Oversee operations, service, and digital experience for assigned clearing correspondent broker-dealer clients
Manage projects, high-level initiatives, and escalations
Utilize strategic partnerships across the NF platform
Partner with the Relationship Manager to represent an elite service team and Fidelity to correspondent clients
Build strong relationships with key client decision makers 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 that 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 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

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 for career development
Bonus or other variable compensation may be included depending on position and eligibility