HaywardRecruiter Since 2001
the smart solution for Hayward jobs

Family Office - Licensed Client Service Manager II/III- Future Opportu

Company: Fidelity Investments
Location: Hayward
Posted on: March 26, 2020

Job Description:

Job Description:Client Service ManagerDo you want to work for a fast paced, entrepreneurial organization where people make the difference? Doyou thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for our family office clients.The Expertise We're Looking For--- Bachelor's degree required--- 5+ years of operations and/or service experience in the financial services industry--- Series 7 required--- Series 63 preferred, required to obtain within 60 daysThe Purpose of Your RoleThe Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides products and services to support the needs of family office executives so they in turn can exceed the expectations of their family member clients.To ensure that FFOS clients receive seamless integration and delivery of products and services, a dedicated Client Service Manager (CSM) is assigned to each client to be a singular point of contact for all day-to-day operational and service needs. In this role you will support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team. The majority of your time will be spent on client satisfaction with specific attention to the areas of client service, relationship management, problem resolution, and process improvement.The Skills You Bring--- Your excellent interpersonal, verbal and written communication skills--- You have the ability to work in a fast paced, deadline oriented environment--- You bring an entrepreneurial spirit and the ability to work collaboratively across an organization--- Your proven leadership skills--- Your project management experience is preferred and business analysis, process improvement and consulting experience is a plus--- You have knowledge of the brokerage, family office or RIA industry--- Your advanced knowledge of MS Office--- Your prior experience working directly with Ultra High Net Worth clientsThe Value You Deliver--- Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients--- Responding directly to all client inquiries: telephone, fax, email and written correspondence--- Driving high satisfaction, quality and efficiency for both the client and Fidelity--- Conducting data analysis in order to drive change and process improvement with our teams and our clients--- Proactively managing client issues and resolve problems in a timely and accurate manner. Ability to influence and partner with team members outside of FFOS.--- Actively participate in client meetings and formal client reviews--- Training and educating clients in the areas of process, policy and procedures--- Mentoring other associatesHow Your Work Impacts the OrganizationFidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOSCompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.Certifications:Category:Client ServiceWe welcome those with experience in jobs such as Senior Account Manager, Territory Sales Manager, and Area Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Hayward , Family Office - Licensed Client Service Manager II/III- Future Opportu, Executive , Hayward, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


SENIOR SALES MANAGER
Description: ABOUT THE COMPANY Zippia, Inc. is hiring on behalf of a global intellectual property and technology services company The company . Based in the US and other countries, the company proudly services some (more...)
Company: Dolcera
Location: San Bruno
Posted on: 04/3/2020

Director of Nursing Job in San Ramon, CA (Nursing Administrator #)
Description: Director of Nursing opening in San Ramon, California. Director of Nursing - San Ramon, CA 94583 Are you ready to explore new places while building your resume At AB Staffing, we specialize in placing (more...)
Company: AB Staffing Solutions, LLC
Location: San Ramon
Posted on: 04/3/2020

Director, Product Management, Customer Onboarding
Description: RMS is looking for a world-class customer onboarding Product Manager who can help deliver an onboarding journey to the Risk Intelligence platform successfully and that help customers maximize the value (more...)
Company: Risk Management Solutions (RMS)
Location: Newark
Posted on: 04/3/2020


Territory Manager
Description: At ACV Auctions, you have the opportunity to be a part of a fast growing automotive technology company. Our team is pioneering new technology and end to end service for the automotive industry. We are (more...)
Company: ACV Auctions
Location: San Ramon
Posted on: 04/3/2020

Director of Strategic Alliances
Description: We're a fast-moving world leader in cloud-based background screening and identity services. Our mission is to provide the foundation of trust and safety our clients need to create great environments for (more...)
Company: Sterling Talent Solutions
Location: Rocklin
Posted on: 04/3/2020

Vice President, Client Services
Description: The VP of Client Relations is responsible for nourishing, building and growing existing relationships with top clients. Will be the lead point of contact for all key client matters, anticipate the client's (more...)
Company: Synergy Global Housing
Location: San Ramon
Posted on: 04/3/2020

Director, Government Affairs and Public Policy, Product Public Policy
Description: As the Director for Product Public Policy at YouTube, you will be the public policy lead on designing and launching YouTube products that support its mission and advocating for responsible regulatory (more...)
Company: YouTube
Location: San Bruno
Posted on: 04/3/2020

Brokaw and Oakland - Branch Manager 3
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application (more...)
Company: Wells Fargo Bank
Location: Newark
Posted on: 04/3/2020

IT Project Manager (Infrastructure)
Description: bull BABS in Computer Science, Business, Engineering or equivalent experience bull 3 yearsrsquo experience managing one or more small to medium complexity IT product infrastructure
Company: Amiseq Inc.
Location: San Ramon
Posted on: 04/3/2020

Account Manager II - Walnut Creek
Description: About CenturyLink br br CenturyLink NYSE: CTL is the second largest U.S. communications provider to global enterprise customers. With customers in more than 60 countries and an intense focus on (more...)
Company: CenturyLink
Location: Walnut Creek
Posted on: 04/3/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Hayward RSS job feeds