oversee the operations, service, and digital experience for your assigned Clearing correspondent broker-dealer clients
focus on project management, high level initiatives and escalations, and utilizing strategic partnerships across the NF platform
represent an elite service team and the face of Fidelity dedicated to your correspondent client and their business
ensure a flawless and robust service experience for clients by developing strong relationships to build lasting trust, loyalty, and satisfaction
optimize the client service experience by building strong relationships with key decision makers at correspondent firm and their direct reports
improve operational efficiency by educating and training correspondent firms on using technological tools
manage pivotal initiatives and projects leading to higher client satisfaction and operational efficiency
serve as an advocate for client correspondent firms by being the voice of client to service, processing, product, and Risk, Legal and Compliance organizations

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Client Service Manager II/III - Wealth Client Experience

Key skills