Client Service Manager II – Wealth Client Experience

skillventory - A Leading Talent Research Firm

Client Service Manager handling operational issues and service needs for family office clients at Fidelity. Focused on client satisfaction and interaction for a better client experience.

Posted 5/14/2026full-timeWestlake • Massachusetts, Rhode Island, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $66,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for family office clients
Support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team
Focus on client satisfaction with specific attention to client service and relationship management
Proactively manage client issues and resolve problems in a timely and accurate manner

Requirements

What you’ll need

Bachelor’s degree or commensurate work experience required
5+ years of operations and/or service experience in the financial services industry
Ultra High Net Worth experience desired
Series 7 required
Series 63 preferred, required to obtain within 60 days

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

client servicerelationship managementproblem resolutionclient satisfactiontactical supportstrategic support

Certifications

Bachelor's degreeSeries 7Series 63