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Senior Client Service Manager - Custody & RIA Solutions

Job in Westlake, Tarrant County, Texas, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 95000 USD Yearly USD 75000.00 95000.00 YEAR
Job Description & How to Apply Below
Location: Westlake

Fidelity Investments Inc. is seeking a Client Service Manager III to deliver exceptional client service and manage day-to-day operational issues. The role focuses on maintaining deep relationships with complex Registered Investment Advisor firms, optimizing their experience, and mentoring other associates.

The ideal candidate will have a Bachelor’s degree, 5+ years of relevant experience, and be well-versed in the financial services industry, particularly with High Net Worth clients.

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Position Requirements
10+ Years work experience
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