Client Services Manager

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