Client Service Manager I / II - (Custody) - Wealth Client Experience

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

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CE Custody segments their firms into 3 tiers:

• Emerging - works with smaller advisors on our platform
• Preferred - works with our middle market advisors
• Premium - works with the largest firms on our platform.

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:

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• (Grade 4) in our Emerging segment are primarily hired from our CSR role. • Provides support to advisory firms on a team-based environment
• Advisory firms generally manage up to $250M in assets
• An Emerging team may support 400-500 clients

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• (Grade 5) in our Preferred segment are primarily hired from the Client Manager I role in Emerging. • 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 firm's structure and be more proactive in supporting their needs
• A Preferred team may support 100-150 clients

Our focus is to develop and promote our Internal associates while supplementing their knowledge and skills with targeted experienced hiring from External sources. There are also a number of roles to move into from our service teams including:

• 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 proven leadership skills.
• 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 long term 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, applying effective time management skills.
• Actively participate in client meetings and client service reviews.
• Driving innovation through curiosity and comprehensive understanding of business processes and challenges.
• Bringing energy and excitement to your role every day.