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Custody Client Service Lead II – RIAs

Job in Westlake, Tarrant County, Texas, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-06-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Custody Client Service Lead II – Preferred RIAs
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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