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Fidelity Client Experience Manager Jobs (NOW HIRING)

Julia A Nickerson Pc

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Client Experience Manager

Austin, TX

$58K - $70K/yr

Once a client is onboarded, the Client Experience Manager assigned to each client manages the client's experience to ensure the client's experience is first-class. This means working directly with ...

Julia A Nickerson Pc

Be Seen First

Client Experience Manager

Austin, TX · On-site

$58K - $70K/yr

Once a client is onboarded, the Client Experience Manager assigned to each client manages the client's experience to ensure the client's experience is first-class. This means working directly with ...

GGT Worldwise

Client Experience Manager

Houston, TX · On-site

We are seeking a Client Experience Manager to join the world's leading chauffeured services company. With offices in Houston and London, we serve top-tier clients across the globe and set the ...

Armaninollp

Client Experience Manager

Los Angeles, CA · On-site

Design and implement a hospitality-driven growth strategy across the Business Management/Family Office practice, positioning differentiated client experience as a competitive advantage. * Conduct ...

Del Mar Vacations

Client Experience Manager

Orleans, MA · On-site

$65K - $85K/yr

The Client Experience Manager is the trusted homeowner advocate who owns every stage of the ownership journey-from onboarding through retention and offboarding-ensuring each property and partnership ...

ShipMonk

Client Experience Manager

Fort Worth, TX

We're looking for a Louisville, KY based, results-driven, people-first Client Experience Manager (CXM) to lead a team of high-performing individual contributors focused on delivering exceptional ...

ShipMonk

Client Experience Manager

Louisville, KY · On-site

We're looking for a Louisville, KY based, results-driven, people-first Client Experience Manager (CXM) to lead a team of high-performing individual contributors focused on delivering exceptional ...

JAMS, Inc.

Manager, Client Experience

Manhattan, NY · On-site

Manages and provides client and panelist technical support (requirements, in tandem with IT and Virtual Client Experience teams), for in-person, remote, and hybrid cases. Directs pre-hearing ...

Phreesia

Senior Client Experience Manager

$180K - $195K/yr

Senior Client Experience Manager Team: Phreesia Network Solutions Location: Hybrid-style inNew York City / commutable area In-person expectation: Client and/or team meetings 1-3 times per weekon ...

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Fidelity Client Experience Manager information

What is the difference between Fidelity Client Experience Manager vs Fidelity Customer Service Associate?

AspectFidelity Client Experience ManagerFidelity Customer Service Associate
CredentialsTypically requires relevant financial or customer service certifications, bachelor's degree preferredHigh school diploma or equivalent; on-the-job training provided
Work EnvironmentOffice setting, client-facing, focus on strategic experience managementCall centers or branch locations, handling client inquiries directly
Employer & Industry UsageFinancial services, wealth management, client experience roles at FidelityCustomer support roles within Fidelity's financial services
Search & Comparison IntentUnderstanding roles focused on client experience management at FidelityCustomer service roles at Fidelity

The Fidelity Client Experience Manager focuses on enhancing overall client satisfaction and strategic experience initiatives, often requiring specialized certifications and a more strategic role. In contrast, the Fidelity Customer Service Associate handles direct client inquiries, providing support and information. Both roles are vital in delivering quality service but differ in responsibilities, credentials, and work environment.

What cities are hiring for Fidelity Client Experience Manager jobs?

Cities with the most Fidelity Client Experience Manager job openings:

What are popular job titles related to Fidelity Client Experience Manager jobs?

For Fidelity Client Experience Manager jobs, the most frequently searched job titles are:

Client Experience Manager

Austin, TX

Julia A Nickerson Pc
See more jobs at Julia A Nickerson Pcexternal

$58K - $70K/yr

Full-time

Medical, Retirement, PTO

Posted 5 days ago

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Job description

Once a client is onboarded, the Client Experience Manager assigned to each client manages the client's experience to ensure the client's experience is first-class. This means working directly with the attorney assigned to the matter to ensure all legal work is being done timely, working directly with clients to answer non- legal questions and triaging legal questions that only an attorney may answer. 

RESPONSIBILITIES: 

  • Assist Attorneys with managing client experience.
  • Manage client signings, notarizing.
  • Assist with document printing, organizing, scanning, savings, sharing with clients.
  • Manage scheduling of client signings, phone calls, video conferences with attorneys.
  • Assist office operations as needed.

QUALIFICATIONS:

  • Bachelor's degree in Business, Communications, or a related field preferred (or equivalent experience)
  • 1-2 years of administrative experience; law firm or professional services experience is a plus. 
  • Proficiency with Microsoft Suite.
  • Organized, dependable and extremely detail-oriented.
  • Professional and polished demeanor suitable for a law firm environment.

COMPENSATION & BENEFITS:

  • Full-Time, exempt role (not eligible for overtime pay).
  • In office (not remote) M-F 8:00 am - 5:00 pm.
  • Annual base salary.
  • 10 days paid time off and 10 paid company holidays.
  • Health insurance, 401(k) with 4% employer match