We are seeking a Client Services Manager to manage day-to-day operations and service delivery for a portfolio of institutional clients. The ideal candidate will have a strong commitment to client service, accuracy and attention to detail, and excellent interpersonal and negotiation skills.
Requirements
- Serve as the main point of contact for operational and administrative client needs
- Partner with Sales Directors to enhance client relationships and support business growth
- Ensure timely and accurate resolution of client issues
- Build strong relationships with regional offices across institutional markets
- Communicate and reinforce Fidelity's protocols, processes, and procedures
- Participate in regional projects and initiatives
- Maintain visibility of the institutional business pipeline and priorities
- Collaborate with internal stakeholders to ensure client expectations are accurately captured during the onboarding process
- Manage end-to-end onboarding for pooled fund clients and investments into Fidelity's fund range
- Ensure the integrity of the client legal file by maintaining a complete audit trail and securing all required KYC documentation
- Work closely with Sales Directors to deliver excellent service to our clients
- Develop and maintain a strong understanding of client requirements
- Proactively manage/oversee all aspects of incoming client queries and related service delivery
- Account coordination and problem resolution of all activities affecting the client's account
- Maintain awareness of industry best practice
- Build rapport, trust, and confidence of the Relationship Directors and their support teams
- Work with the Sales Directors to produce and implement client development plans
Benefits
- Comprehensive benefits package
- Value wellbeing and support development
- Flexible work arrangements
- Dynamic working approach