Job Details Primary Location: Westlake, TX US Other Locations: US-CA-San Francisco-San Francisco Schedule: Full-time Job Level: Individual Contributor Education Level: Bachelor's Degree (16 years) Job Type: Standard Overtime Status: Exempt Category: Operations Travel: No Job ID: 1909789 Job Description Client Service Manager III (Texas or San Francisco- future opportunity) ClientService Manager Do you want to work for a fastpaced, entrepreneurial organization where people make the difference? Do you thrive on providing exceptionalclient service? Join us as a Client Service Manager where you will be the key contactin servicing, educating, tracking, trending, and resolving day to dayoperational issues for our family office clients.
The ExpertiseWe'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, required to obtain within 60 days The Purpose ofYour Role The Fidelity Family Office Services(FFOS) team serves the single-family office, multi-family office and ultra-highnet worth investor segments. FFOS provides custody, brokerage, investmentservices, reporting and administrative capabilities to these clients. The teamprovides products and services to support the needs of family office executivesso they in turn can exceed the expectations of their family member clients.
To ensure thatFFOS clients receive seamless integration and delivery of products andservices, a dedicated Client Service Manager (CSM) is assigned to each clientto be a singular point of contact for all day-to-day operational and serviceneeds. In this role you will support the tactical and strategic service needsof institutional customers both individually and as a member of a RelationshipManagement team. The majority of your time will be spent on client satisfactionwith specific attention to the areas of client service, relationshipmanagement, problem resolution, and process improvement.
The Skills YouBring Your excellent interpersonal, verbal and written communication skills You have the ability to work in a fast paced, deadline oriented environment You bring an entrepreneurial spirit and the ability to work collaboratively across an organization Your proven leadership skills Your project management experience is preferred and business analysis, process improvement and consulting experience is a plus You have knowledge of the brokerage, family office or RIA industry Your advanced knowledge of MS Office Your prior experience working directly with Ultra High Net Worth clients The Value YouDeliver Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients Responding directly to all client inquiries: telephone, fax, email and written correspondence Driving high satisfaction, quality and efficiency for both the client and Fidelity Conducting data analysis in order to drive change and process improvement with our teams and our clients Proactively managing client issues and resolve problems in a timely and accurate manner. Ability to influence and partner with team members outside of FFOS. Actively participate in client meetings and formal client reviews Training and educating clients in the areas of process, policy and procedures Mentoring other associates How Your Work Impactsthe Organization Fidelity Family Office Services isthe business unit that provides custody, brokerage, investment and reportingservices to family offices, wealthy families and the advisors that supportthem.
Fidelity Family Office Services is a cost-effective alternative forclients who want institutional capabilities delivered with objective guidance,exceptional service, integrity, and security. We provide services to more than350 family office clients across the country. We have a strong culture ofengagement, service execution and employee recognition.
Click here to learnmore about the FFOS culture: https://familyoffice.fidelity.com/app/item/RD_13569_44227.html Company Overview At Fidelity, weare focused on making our financial expertise broadly accessible and effectivein helping people live the lives they want. We are a privately held companythat places a high degree of value in creating and nurturing a work environmentthat attracts the best talent and reflects our commitment to our associates.For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.