Director, Client Service Management
Fidelity(12 days ago)
About this role
Fidelity Stock Transfer seeks a Director, Client Service Manager to lead client relationships and support transfer agent operations in a financial services setting. The role emphasizes relationship building, process improvement, and collaboration to enhance operational health and client satisfaction.
Required Skills
- Client Management
- Financial Operations
- Regulatory Compliance
- Project Management
- Shareholder Services
- Transfer Agent
- Microsoft Office
- Problem Solving
- Communication
- Operational Efficiency
About Fidelity
fidelity.comFidelity 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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