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Custody Client Service Lead II – RIAs
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-06-08
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: Westlake
Fidelity Investments Inc. is seeking a Client Service Manager II to serve Registered Investment Advisors (RIAs) in the Preferred segment. This role focuses on managing client relationships, anticipating needs, and resolving complex service issues. The ideal candidate has over 5 years of experience in financial services and requires Series 7 certification.
Join a collaborative team dedicated to delivering exceptional client experiences while supporting RIAs and driving operational efficiency. Opportunities for career progression into senior roles are available.
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