Build and maintain strong relationships with advisor offices, ensuring exceptional operational service and acting as the voice of Fidelity's operational service. Manage escalations, coordinate activities, and champion innovation.
Responsibilities
The Client Experience Manager is accountable for establishing, building, and maintaining strong relationships with a portfolio of advisor offices. They act as the first point of contact for operational inquiries and escalations, take full ownership to ensure resolution, coordinate and document operational activities, and partner with internal teams to reinforce the client's effortless experience. They also champion innovation and continuous improvement, promote digital adoption, and act as the expert on FIC operational policies and procedures.
Requirements
More than 3 years related work experience in the mutual fund or financial services industry (required); Minimum of 2 years' experience in in-bound call inquiries (required); And/or Minimum of 1 year experience in transaction and/or adjustment processing (required); Experience with end-to-end customer relationship management is preferred; Post-secondary degree or equivalent work experience; IFIC or CSC is preferred; Exceptional interpersonal skills, relationship building, organizational, and time management skills; Excellent mutual funds industry operational knowledge; Strong self-motivation and proactive personality; Ability to work well under pressure; Ability to work equally well independently and as part of a team; Quick learner and ability to adapt to change; Knowledge and experience with MS Office Suite, Salesforce, internet and relevant in-house recordkeeping applications as well as AI and CHAT; Familiar with call-center technology.
Benefits
Competitive compensation package including base salary and discretionary performance bonus. Annual range of $62,000 to $101,000. Recognized as a top employer with various awards for workplace culture, diversity, and inclusion.
Hiring SCCM/Microsoft Configuration Manager for a hybrid contract role in Toronto, ON. Requires 8 - 15 years experience and skills in SCCM, Windows, and patch management.
Software Development Manager leading Autodesk’s post - purchase account experience platforms. Guiding web, cloud, experimentation, personalization, and AI engineering delivery.
Engineering manager leading teams and AI adoption at Jobber, whose software helps small home - service businesses quote, schedule, invoice, and collect payments.
Engineering Manager building scalable tools, agents, and workflows to red - team frontier AI models. Leading FAR.AI’s engineering team to strengthen AI safety and security.
Engineering Manager securing NVIDIA's DGX Cloud AI infrastructure and massive GPU fleet. Building teams, security platforms, and scalable controls for cloud - scale AI operations.
Transportation Engineering Manager leading WATT’s Vancouver Island transportation practice. Guiding complex projects, client growth, technical quality, and team development.
IT Engineering Manager leading TJX Canada’s finance technology modernization across 60+ applications. Coaching engineers and driving DevSecOps, agile delivery, ERP, and cloud - based solutions.
Senior Engineering Manager scaling Mozilla’s open - source Thunderbolt AI product. Leading engineering execution, people management, and production readiness for enterprise adoption.
Engineering Manager leading Accounts engineering at Relay, a digital banking platform for small businesses. Scaling teams, delivery processes, and intelligent multi - account experiences.
Engineering Manager leading BotCity’s global Platform Engineering team. Scaling Java B2B SaaS reliability, observability, security, and delivery practices.