Trade Service Manager - Wealth Client Experience

Fidelity • Smithfield, RI

2d

About The Position

The Trade Service Manager role is part of the broader Client Experience (CE) Trade Support Team, serving the needs of IWS and FFOS Clients. This role involves providing outstanding trade support services to Registered Investment Advisor (RIA) and Separate Account Manager (SAM) clients. The Trade Service Team in CE provides comprehensive technology and managed product support while delivering service excellence to our clients. The Trade Service Manager (TSM) will provide guidance and operational support to our Intermediary Clients, handling phone, email, and service center support. Success in this role requires a solid understanding of various Fidelity workflow systems.

Requirements

• BS/BA Degree (preferred; or at least 3 years experience in financial services related field)
• Series 7 licensing required
• 1-2 years in financial asset/brokerage servicing
• An ability to deliver high quality service to high profile clients
• Attention to detail and quality a must.
• Provide outstanding service to all of our clients by fielding client inquiries in an accurate and timely manner
• Solid interpersonal skills, with a consistent track record to multi-task, and prioritize
• Professional teammate with a positive, self-motivated demeanor; capacity to think creatively.
• Ability to work in a fast paced environment
• Displays excellent problem solving and analytical skills
• Excellent verbal and written communication skills

Nice To Haves

• Experience with Fidelity mainframe systems preferred

Responsibilities

• Provide guidance and operational support to Intermediary Clients.
• Handle phone, email, and service center support for Intermediary Clients.
• Support divisional business needs with a client-first mentality.
• Drive high satisfaction, quality, and efficiency for both the client and Fidelity.
• Deliver outstanding results quickly and efficiently, utilizing effective time management skills.
• Drive innovation through curiosity and comprehensive understanding of business processes and challenges.
• Assist and advise business partners on trade-related operational workflows.
• Take ownership of client needs regarding service and problem resolution issues, with clear responsibility to call out issues as appropriate within the team.
• Actively participate in meetings and process improvement initiatives.
• Interact with all levels of management and business partners.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level