Client Service Associate, Institutional Client Group

Job description

Job Description: The Role The Client Service Associate is a key member of the Fidelity Institutional Asset Management Account Executive team—an experienced group of client service professionals dedicated to delivering exceptional service to the institutional investor marketplace. In this role, you will manage new client implementation events across multiple distribution channels, partnering with teams across the organization to ensure a seamless and positive onboarding experience. You will build strong relationships with key stakeholders and collaborate effectively to support and service institutional clients. The Expertise and Skills You Bring You bring proven experience building and managing relationships with complex clients and internal partners. You excel in a fast‑paced environment, demonstrate strong organizational skills, and communicate complex information clearly—both verbally and in writing. Qualifications: Note: Fidelity is not providing immigration sponsorship for this position. - Bachelor’s degree required - 4+ years of experience in the financial services industry; client-facing experience preferred - Strong interest in investments and institutional clients - Ability...