Client Service Manager II III Clearing Client Management Wealth Client Experience
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will oversee operations, service, and digital experience for assigned clearing correspondent broker-dealer clients. You will manage projects and escalations, build client relationships, train clients on technology and service practices, represent client needs internally, and share operational performance metrics.
Requirements
- Ten or more years of brokerage operations or service experience.
- Client-facing experience preferred.
- Project-management experience preferred.
- Business analysis and consulting experience preferred.
- Relevant bachelor’s degree preferred.
- Series 7 license preferred.
- Client service skills.
- Relationship-management skills.
- Problem-solving and consultative skills.
- Initiative-execution skills.
- Brokerage industry knowledge.
Responsibilities
- Oversee operations, service, and digital experience for assigned clearing clients.
- Manage projects, high-level initiatives, and escalations.
- Build relationships with client decision makers.
- Train correspondent firms on technology tools and operational practices.
- Advocate for client needs with service, processing, product, risk, legal, and compliance organizations.
- Manage initiatives that improve client satisfaction and operational efficiency.
- Share operational performance metrics with clients.
- Represent Fidelity as an operational consultant to correspondent clients.
Benefits
- Comprehensive health care coverage.
- Emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Student loan repayment.
- Tuition reimbursement.
