Client Experience Manager

Posted via LinkedIn Recruiter (not a company profile)

Posted 3 hours ago

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About the role

  • 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.

Job type

Permanent

Experience level

Mid level

Salary

$62,000 to $101,000

Degree requirement

Post-secondary degree or equivalent work experience

Tech skills

MS Office SuiteSalesforceAICHAT

Location requirements

Linkedin Recruiter PostTorontoOntario Toronto

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