
Client Service Manager
Works with mid-to-highly complex clients. Moderate engagement with executive leadership. Driving critical initiatives by building and execute a customized engagement plan for assigned clients. Analyze operational metrics and consult on areas for improvement / peer standard methodologies. Perform service reviews with clients. Influence key partners to pursue efficiency opportunities. Optimizing the client service experience by customizing service approach to drive high satisfaction, quality and efficiency for both clients and Fidelity. Build positive relationships with primary client contacts and internal business partners. Drive resolution of complex, escalated issues and prevent future recurrence when possible. Explain operational implications and action required on NF important notices & alerts based on client business model. Improving operational efficiency by orienting new clients to our firms service model. Utilize understanding of client’s business structure to identify process improvement opportunities.
5-7+ years Brokerage Operations and/or Service experience
Client facing experience highly preferred
Consulting experience a plus
Series 7 license preferred
Industry/brokerage knowledge
Business Analysis
Project Management
Time Management
Record Keeping Skills
Analytical skills (data driven)
Client service skills and orientation
Process Improvement
Self-Motivated
Communication Skills
Adaptability
Multi-tasker
According to JobzMall, the average salary range for a Client Service Manager in 499 Washington Blvd, Jersey City, NJ 07310, USA is between $68,000 and $97,000 per year. This range may vary depending on factors such as experience, qualifications, and the specific job.
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Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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