Client Service Manager at Fidelity Investments

| Salt Lake City, UT
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Job Description:

Do you want to work for a fast-paced, growing organization where impactful people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, and resolving day-to-day operational issues for our institutional clients.

The Purpose of Your Role

Fidelity Digital Asset Services is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena, and delivering those solutions to Fidelity clients and prospects. The Client Service and Relationship Manager will work within a 'Pod' or Service Team environment, which will consist of dedicated, client-aligned Client Service and Implementation associates. The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience and relationship for those clients. You will focus on client satisfaction and loyalty with specific attention in the areas of client service relationship management, problem resolution, business development, and process improvement. CSMs are expected to display leadership characteristics, and to have strong commitment to teamwork and shared success while acting as the voice of the customer.

To be effective, you will work closely with the Implementation Manager and broader FDAS team to improve processes and client satisfaction by proactively developing a deeper understanding of their operational needs and opportunities. You will also deliver expertise regarding key industry topics that include product, platform, technology, operations, and business management principles. With your knowledge and commitment, you will become a collaborative and resourceful member of the FDAS team, sharing best practices and driving successful results.

The Expertise We're Looking For
  • Bachelor's Degree preferred
  • 5+ years of operations and/or client service experience in the financial services industry
  • Relationship building skills across client, team, business unit, and national peers
  • Familiarity with institutional custody and operations solutions
  • Experience working within a SOC-1 environment with clear demonstration and understanding of procedures and controls

The Skills You Bring
  • Your excellent interpersonal, verbal, and written communication skills
  • Your ability to work well on teams and in fast-paced, cross-collaborative environments
  • Your ability to think analytically and deliver solutions to complex challenges
  • Your proven leadership skills
  • Your proven ability to build and leverage internal and external networks
  • Your passion for innovation
  • Your success in navigating and thriving in a dynamic, growing new business

The Value You Deliver

At Fidelity, collaboration isn't just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you'll deliver are:
  • Supporting divisional business needs while maintaining a 'client first' mentality
  • Optimizing the client experience at Fidelity and developing long term client relationships and partnerships
  • Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner
  • Driving high satisfaction, quality, and efficiency for both the client and Fidelity
  • Delivering superior results quickly and efficiently, utilizing effective time management skills
  • Actively participate in client meetings and client service reviews
  • Driving innovation through curiosity and comprehensive understanding of business processes and challenges

How Your Work Impacts the Organization

Fidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help launch Institutional relationship capabilities within FDAS, and help bring the vision for the future to life.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Certifications:

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
More Information on Fidelity Investments
Fidelity Investments operates in the Fintech industry. The company is located in Boston, MA and Covington, KY. Fidelity Investments was founded in 1946. It has 58848 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 258 open jobs at Fidelity Investments, click here.
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