Client Service Manager

hace 2 semanas


Puerto Diablo Barrio, Puerto Rico Fidelity Talentsource Llc A tiempo completo

Job Description: We are seeking a highly skilled Client Service Manager to join our team at Fidelity Family Office Services. As a key contact for our family office clients, you will be responsible for providing exceptional client service, resolving day-to-day operational issues, and driving high satisfaction and quality for both the client and Fidelity.

The Expertise We're Looking For:

  • Bachelor's degree required
  • 5+ years of operations and/or service experience in the financial services industry
  • Series 7 required, Series 63 preferred

The Purpose of Your Role: As a Client Service Manager, you will be part of a team that serves the single-family office, multi-family office, and ultra-high net worth investor segments. You will provide products and services to support the needs of family office executives, ensuring seamless integration and delivery of products and services to our clients.

The Skills You Bring:

  • Excellent interpersonal, verbal, and written communication skills
  • Ability to work in a fast-paced, deadline-oriented environment
  • Entrepreneurial spirit and ability to work collaboratively across an organization
  • Proven leadership skills

The Value You Deliver:

  • Optimizing the client experience at Fidelity and developing long-term relationships and partnerships with clients
  • Responding directly to all client inquiries and driving high satisfaction, quality, and efficiency for both the client and Fidelity
  • Conducting data analysis to drive change and process improvement with our teams and clients

How Your Work Impacts the Organization: Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country, with a strong culture of engagement, service execution, and employee recognition.


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