skillventory - A Leading Talent Research Firm

Client Service Manager II/III - Wealth Client Experience

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Smithfield • New Jersey • Rhode Island • United States

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Salary

💰 $66,000 - $125,000 per year

About the role

  • 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

Requirements

  • 5 -7+ years Brokerage Operations and/or Service experience
  • Client facing experience highly preferred
  • Project management experience preferred
  • Strategic mindset that can negotiate and influence outcomes
  • Business analysis and consulting experience a plus
  • Relevant Bachelor’s degree preferred
  • Series 7 license preferred
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Brokerage OperationsProject ManagementBusiness AnalysisConsulting
Soft Skills
Client Relationship ManagementNegotiationInfluencingOperational EfficiencyTrust Building
Certifications
Series 7 License