Client Service Manager / Sr. Manager, Wealth Family Office - Client Experience

Fidelity(12 days ago)

HybridFull TimeSenior$60,000 - $80,000Client Service

About this role

A Client Service Manager at Fidelity supports ultra-high net worth clients in a family office services environment, focusing on providing exceptional operational and service support. The role involves client relationship management, problem resolution, and process improvement, ensuring seamless service delivery and client satisfaction.

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Required Skills

Client Service
Relationship Management
Problem Resolution
Process Improvement
Data Analysis
MS Office
Financial Industry
Team Leadership
Business Analysis

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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