Client Service Manager III - Wealth Client Experience

Job description

Job Description: Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for our family office clients. The Expertise We’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 of Your Role: The Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides products and services to support the needs of family office executives so they in turn can exceed the expectations of their family member clients. To ensure that FFOS clients receive seamless integration and delivery of products and services, a dedicated Client Service Manager (CSM) is assigned to each client to b...