Team Leader, Client Service Excellence

Assure outstanding operations as Team Leader in Client Service Excellence s role offers a dynamic hybrid work environment for effective team management.

As a Team Leader, your responsibility includes managing a bilingual group that ensures stellar service for Fidelity’s top clients. You will draw on your five years of experience in finance to guarantee compliance and satisfaction. The role requires proactive engagement with internal teams to continually improve services and client relationships.

Key Responsibilities:

• Oversee team operations and daily service delivery

• Ensure prompt handling of client communications

• Maintain strong client relationships and understand needs

• Develop training and support for team members

• Serve as internal advocate for clients' interests

Requirements:

• Minimum five years in financial services or mutual funds

• Coaching or mentoring experience is a plus

• Completion of a post-secondary program or similar

• Proficient in English;
French required if in Montreal

• Familiarity with investment fund courses preferred

Join Fidelity to lead a dedicated team in exceeding client expectations with exceptional service.
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