Client Service Manager I / II

Fidelity•Smithfield, RI

16d•Hybrid

About The Position

Please note this is a pipeline requisition. As opportunities become available, we will evaluate applicants and reach out when we have viable a position open. There are multiple opportunities for this posting: Client Service Manager I - Grade level 4 Client Service Manager II - Grade level 5 Client Service Manager I / II Do you want to work for a fast paced, growing organization where 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 Custody clients.

Requirements

Bachelor’s Degree preferred
5+ years of operations and/or service experience in the financial services industry
Series 7 required
Your excellent interpersonal, verbal and written communication 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.

Responsibilities

Handling inbound call volumes
Supervising email & NIGO volumes
Coordinating with internal business partners
Advocating for your clients on advanced issues
Maintaining high client satisfaction scores
Influencing your firms to embrace new tools and technology
Identifying training opportunities
Ensuring that your firms critical metrics are met
Actively participate in client meetings and client service reviews.
Driving innovation through curiosity and comprehensive understanding of business processes and challenges.
Bringing energy and excitement to your role every day.