500 Salem Street Smithfield, RI 02917
Skills for Rhode Island’s Future is recruiting candidates for Fidelity Investments. Please read more about Skills for Rhode Island’s Future at the end of this job description.
COMPANY NAME: Fidelity Investments
JOB TITLE: Client Service Manager
Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Representative where you will assist in servicing, educating, and resolving day to day operational issues for our Custody clients.
The Purpose of Your Role
The Client Service Manager (CSM) supports a book of Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity. The CSM is the primary point of contact for all service and operational needs for the firms in their book. CSM’s are supported by an operations team who process forms submitted to Fidelity. They also partner with Client Service Representatives (CSRs) who assist with NIGO’s, emails and backup the phones. Client Service Managers are responsible for handling inbound call volumes, supervising email & NIGO volumes, coordinating with internal business partners, and advocating for your clients on advanced issues. Your goals include, maintaining high client satisfaction scores, influencing your firms to embrace new tools and technology, identifying training opportunities, and ensuring that your firms critical metrics are met. CSMs are expected to be key contributors to a positive workplace environment and have a strong commitment to collaboration and shared success.
Successful candidates will have:
How to Apply
For more information and a full job description, please visit Skills for Rhode Island’s Future website at www.skillsforri.com/jobs. Applicants interested in this position will be screened by Skills for Rhode Island’s Future and Fidelity Investments will make the final hiring decisions.
Why Apply Through Skills for Rhode Island’s Future
Our mission is focused on supporting unemployed and underemployed job seekers. Our goal is to get you back to work. Skills for Rhode Island’s Future’s team will guide and provide you with support throughout the hiring process. Skills for Rhode Island’s Future has agreements with employers to recruit talent like you, making us a resource to get the unemployed and underemployed job seeker back to work.