Fidelity Investments

Client Service Manager

Fidelity Investments

499 Washington Blvd, Jersey City, NJ 07310, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at 499 Washington Blvd, Jersey City, NJ 07310, USA
Job Qualifications
  • 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

Required Skills
  • Business Analysis

  • Project Management

  • Time Management

  • Record Keeping Skills

  • Analytical skills (data driven)

  • Client service skills and orientation

Soft Skills
  • Process Improvement

  • Self-Motivated

  • Communication Skills

  • Adaptability

  • Multi-tasker

Compensation

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.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 5th, 2021
Apply BeforeMay 22nd, 2025
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About Fidelity Investments

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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