Job Description:
The Role
The Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity
This role is one of several point of contacts within the service team for all service and operational needs for the RIAs within the Preferred Segment
Serves as liaison between the RIAs and internal business partners, including operations, technology, and trading
Partners with Client Service Representatives (CSRs) who assist with NIGO’s, emails and inbound phone calls
Responsible for handling inbound phone inquiries, supervising email and NIGO volumes, coordinating with internal business partners, and advocating for clients on simple and/or advanced issues.
Your goals include maintaining satisfactory client service levels, high client satisfaction scores, influencing firms to embrace tools and technology, identifying training opportunities, while ensuring an overall world class client experience
The CSM II is expected to be key contributors to a positive workplace environment; maintaining a strong commitment to collaboration and shared success.
Provides support to advisory firms in a team-based environment
Proactively works with our firms to ensure strategic alignment and growth
Meets/exceeds established KPIs
Aligns client needs with business goals/objectives
The Expertise We’re Looking For
Bachelor’s Degree preferred
At least 1 year in current role
5 years of operations and/or service experience in the financial services industry preferred
Series 7 required
The Skills You Bring
Your excellent interpersonal, verbal and written communication skills.
Your Relationship Building and Management skills
Your ability to work well on teams and in fast-paced, cross-collaborative environments.
You think analytically and deliver solutions to complex challenges.
Your proven leadership skills.
Your knowledge of the Brokerage and/or Custody industry.
You have intermediate to advanced knowledge of Microsoft Office applications.
NOTE: This role does not support sponsorship.
Certifications:
Category:
Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.