Trade Service Manager - Wealth Client Experience

Fidelity Investments • Smithfield, RI

4d

About The Position

The Trade Service Manager role is part of the broader Client Experience (CE) Trade Support Team serving the needs of our IWS and FFOS Clients. This role involves joining a team of highly-skilled professionals whose focus is to go above and beyond and provide outstanding trade support services to our 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. CE is seeking a Trade Service Manager (TSM) to join the team to provide guidance and operational support to our Intermediary Clients. The TSM will be responsible for phone, email, and service center support to our Intermediary Clients. To be successful in this role, one must have or gain a solid understanding of several 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.
• 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 outstanding service to all of our clients by fielding client inquiries in an accurate and timely manner
• Support divisional business needs, while maintaining 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.
• Bringing energy to your role every day.
• Assist and advise business partners on trade related operational workflows.
• 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.
• Able to interact with all levels of management and business partners.

Benefits

• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

What This Job Offers

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