- Bachelors Degree preferred
- 2+ years of operations and/or service experience in the financial services industry
- Series 7 preferred
- Core
- Preferred
- Premium
- Provides support to advisory firms on a team-based environment
- Advisory firms generally manage up to $150M in assets
- Book size is roughly 50-60 firms
- Advisory firms generally manage up to $1.5B in assets
- Advisor firms are typically larger and have a more complex structure
- You are expected to be more knowledgeable of your firms structure and be more proactive in supporting their needs
- *Book size is roughly 20-25 firms**
Client Manager III - Advisory firms generally have more than $1B in assets on Fidelitys platform
- Advisor firms are typically larger and have a more complex structure
- *You are expected to have in depth knowledge of your firms operations structure and service needs* Coordinate with various Fidelity business partners to help your firms grow and navigate complex service issues
- *Book size is roughly 1-3 firms*Our focus is to develop and promote our Internal associates while supplementing their knowledge and skills with targeted experienced hiring from External sources.
- Supporting our Central Control Team
- Working as a Project Manager in our Implementations and Transitions group
- Going into various leadership roles like Operations Manager or Senior Director
- Your excellent interpersonal, verbal and written communication skills.
- Your ability to work well on teams and in fast-paced, cross-collaborative environments.
- You think analytically and deliver solutions to complex challenges.
- Your knowledge of the brokerage and/or Custody industry.
- You have intermediate to advanced knowledge of Microsoft Office applications.
- Supporting divisional business needs, while maintaining a client first mentality.
- Optimizing the client experience at Fidelity and developing relationships and partnerships with clients.
- Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.
- Driving high satisfaction, quality and efficiency for both the client and Fidelity.
- Delivering superior results quickly and efficiently, utilizing effective time management skills.
- Driving innovation through curiosity and comprehensive understanding of business processes and challenges.
- Bringing energy and excitement to your role every day.
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Client Service Representative II/III - Providence, United States - Fidelity Investments
Description
Client Service Representative II/III
Smithfield , RI
Job Description:
Client Service Representative
The Expertise
Were Looking For
The Purpose
of Your Role
The Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) that custody their clients assets with Fidelity. The CSR works with an operations team who process forms submitted to Fidelity.
They also partner with Client Service Managers (CSMs) who are the primary point of contact for all service and operational needs for the firms in their book.
Client Service Representatives are responsible for problem resolution items, handling advisor emails and backing up the phones.Your goals include, executing against quality and productivity metrics for the following areas:
problem resolution and written and verbal customer service skills.
CSRs are expected to be key contributors to a positive workplace environment and have a strong commitment to collaboration and shared success.
Career Path
:
CE Custody segments their firms into 3 tiers:
While we do hire people directly into the Client Manager role, the majority of our hiring is via our Internal career path.
The various Client Manager roles are as follows:
*
Client Manager I
in our Core segment are primarily hired from our CSR role.
Client Manager II
in our Preferred segment are primarily hired from the Client Manager I role in Core.
The Skills
You Bring
The Value
You Deliver
How Your Work Impacts
the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.
CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.
We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
For information about working at Fidelity, visit*Fidelity Investments is an equal opportunity employer.
Certifications:
Company Overview
At Fidelity Investments, our customers are at the heart of everything we do.
As a privately held company with a rich 75-year history, our mission has remained the same since our founding: *to strengthen the financial well-being of our clients*.
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.Join Us
At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined.
We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you toFind Your Fidelity at .
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations , or by calling , prompt 2, option 2.
Safety remains Fidelitys top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal.Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community.
As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.
Fidelity benefits that adapt to everything life sends your way
Benefits With You in Mind
Benefits for your whole life
thats what youll find at Fidelity.
Youll find everything from perks that makes your daily life better to those big-pic
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