Hybrid Client Experience Specialist at Fidelity

Become a key player in client satisfaction at Fidelity Canada as a Client Experience Specialist, embracing a hybrid work schedule. Enhance your operational skills while supporting client needs.

Joining our Client Experience Team, you will play a crucial role in building relationships and addressing client inquiries. Fidelity Canada values innovative approaches to improve customer interaction, and this position provides diverse opportunities for personal and professional growth.

Key Responsibilities:

• Take ownership of client inquiries to ensure resolution

• Coordinate with internal teams for seamless service delivery

• Participate in advisor events and client meetings

• Execute special projects to enhance client experiences

• Advocate for new systems and offerings to clients

Requirements:

• At least 18 months in mutual fund services industry

• Preferred experience in customer relationship management

• Minimum of one year handling inbound calls

• Transaction and adjustment experience highly regarded

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Required:

college diploma or relevant equivalent

Utilize your relationship and operational skills at Fidelity to deliver exceptional client experiences in a dynamic environment.
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