Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Experience Manager Premium RIAs

Fidelity Investments

Fidelity Investments Inc. is looking for a Client Service Manager III located in Westlake, Texas. In this role, you will be the primary contact for Registered Investment Advisors (RIAs) and will service a sophisticated advisory client base, ensuring operational excellence and client satisfaction. Ideal candidates will have a Bachelor's degree, Series 7 certification, and 5+ years of relevant experience. Join a collaborative team focused on delivering exceptional client experiences and driving innovation. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Experience Manager Premium RIAs in Westlake, TX vacancy
  •  ...Client Service Manager I / II / III - (Custody) - Wealth Client Experience Location: Westlake, TX Team: Sales & Relationship Management...  ...Registered Investment Advisors (RIAs) that custody their clients’...  ...with our middle‑market advisors Premium – works with the largest firms... 
    Suggested
    Work at office

    Fidelity Corp

    Westlake, TX
    4 days ago
  •  ...Client Service Manager III (Custody) – Wealth Client Experience Do you want to work for a fast paced, entrepreneurial organization...  ...Registered Investment Advisor (RIA) firms managing \$1.5 B+ in...  ...ongoing service engagement. To ensure Premium Custody clients receive seamless... 
    Suggested
    Work experience placement

    Fidelity Corp

    Westlake, TX
    2 days ago
  •  ...Job Description A Client Service Manager is the key contact in servicing, educating...  ...operations and/or service experience in the financial services...  ...Investment Advisors (RIAs) who custody their clients’...  ...our middle‑market advisors Premium – works with the largest firms... 
    Suggested
    Work at office

    Fidelity Investments

    Roanoke, TX
    4 days ago
  •  ...Description: The Role The Client Service Manager II (CSM II) is the primary...  ...Registered Investment Advisors (RIAs) within Fidelity’s...  ...operations and/or client service experience in financial services Series...  ...firms (CSM II focus) Premium – largest and most complex... 
    Suggested
    Work at office

    Fidelity Investments

    Westlake, TX
    4 days ago
  •  ...Job Description The Role The Client Service Manager III (CSM III) serves as the...  ...Investment Advisors (RIAs) who have custody assets with...  ...Fidelity, primarily within the Premium segment. This role is...  ...operations and/or client service experience in financial services... 
    Suggested
    Work at office

    Fidelity Investments

    Westlake, TX
    4 days ago
  •  ...thrive on providing exceptional client service? Join us as a Client Service Manager III where you will be the key contact...  ...high-growth, multi-dimensional RIAs, both independently and as part...  ...Bachelor’s degree or commensurate work experience required 5+ years of operations... 
    Work experience placement

    Fidelity Investments

    Roanoke, TX
    4 days ago
  • $66k - $125k

     ...Client Service Manager Do you want to work for a fast paced, entrepreneurial organization where...  ...Bachelor's degree or commensurate work experience required ~5+ years of operations and...  ...knowledge of the brokerage, family office or RIA industry Your advanced knowledge of... 
    Work experience placement
    Work at office
    Work from home

    Fidelity Corp

    Roanoke, TX
    a month ago
  •  ...Senior Manager, Client Experience - NPO This role will report to the Director, Client Experience and be responsible for site leadership for a team of associates focused on providing a world‑class client experience to our Non‑profit customers ('NPOs'). We are looking for... 

    Fidelity Investments

    Roanoke, TX
    4 days ago
  •  ...Fidelity is seeking a Client Service Manager III in Westlake, Texas, to ensure exceptional client service for high-value clients. In this role...  ...skills. The position requires Series 7 certification and experience working with High Net Worth clients. #J-18808-Ljbffr... 

    Fidelity Corp

    Westlake, TX
    1 day ago
  •  ...Fidelity is seeking a Client Service Manager I / II / III to support Registered Investment Advisors in Westlake, TX. This role requires 5+ years of experience in the financial services industry and a Bachelor's degree is preferred. The manager will act as the primary... 

    Fidelity Corp

    Westlake, TX
    3 days ago
  •  ...Fidelity Investments is seeking a Client Service Manager II (CSM II) to be the primary point of contact for Registered Investment Advisors....  ...relationships and operational expertise. The role demands 5+ years of experience in financial services, a Bachelor's degree, and the Series... 

    Fidelity Investments

    Roanoke, TX
    3 days ago
  •  ...Fidelity Investments is seeking a Client Service Manager based in Roanoke, Texas. In this role, you will be the key contact for servicing and...  ...'s Degree, Series 7 certification, and at least 5 years of experience in financial services operations. The position supports both... 

    Fidelity Investments

    Roanoke, TX
    3 days ago
  • Ross Stores in Lake Worth, Texas, is hiring a Retail Associate to ensure Customers have a positive shopping experience. Responsibilities include assisting Customers, maintaining the store's appearance, and promoting a safe shopping environment. The ideal candidate should... 

    Ross Stores

    Southlake, TX
    3 days ago
  •  ...role: -9unQdAjMw3tE2T/view?usp=sharing THE ROLE: Guest Experience Specialists are world-class hospitality experts who are genuinely...  ...intelligence, which means having the ability to regulate and manage your own emotions and understand the emotions of those around you... 
    Full time
    Immediate start
    Flexible hours
    Shift work
    Night shift
    Weekend work

    The Escape Game

    Grapevine, TX
    6 days ago
  •  ...Courtyard Flower Mound LLC is seeking a Guest Service Manager to oversee Front Office operations. The role involves training and supervising...  .... Candidates should have at least 5 years of relevant experience, supervisory skills, and proficiency in Windows operating systems... 

    Courtyard Flower Mound LLC

    Flower Mound, TX
    4 days ago
  •  ...Connected Customer Supervisor in Grapevine, Texas, responsible for managing a team of customer service associates. This role includes...  ...returns, and inventory management, ensuring a smooth customer experience. Candidates should have at least 1 year of supervisory experience... 
    Flexible hours

    Floor & Decor

    Grapevine, TX
    3 days ago
  •  ...Merlin is seeking a Retail Manager in Grapevine, Texas, responsible for overseeing the retail and food operations, ensuring profitability and excellent customer experiences. The role involves managing the Retail Team, inventory control, and implementing operational strategies... 

    Merlin

    Grapevine, TX
    3 days ago
  •  ...Store Manager Deliver a customer centric shopping experience by managing and delivering effective front-end operations and expectations. Lead the omnichannel processes. Maintain store recovery standards to deliver our Brand Promises. Deliver friendly customer service... 
    Local area
    Night shift
    Early shift

    Michaels

    Keller, TX
    2 days ago
  • $20 per hour

     ...LEGOLAND Discovery Center Dallas We are looking for a Guest Experience Supervisor to lead a team on the attraction floor, inspire your...  ...with scheduling, training, and performance support Support Duty Manager shifts overseeing attraction-wide operations Encourage new... 
    Shift work

    LEGOLAND Discovery Centre

    Grapevine, TX
    2 days ago
  • Mister Car Wash Inc. is seeking a Guest Service Specialist in Lake Worth, Texas. The role involves delivering exceptional customer service and making meaningful connections with customers. Join an extraordinary team where high energy and customer care are paramount. Enjoy...
    Daily paid

    Mister Car Wash Inc.

    Southlake, TX
    4 days ago
  • $20 per hour

    Guest Experience Supervisor Location: LEGOLAND Discovery Center Dallas Are you passionate about creating unforgettable memories and leading...  ...scheduling, training, and performance support Support Duty Manager shifts overseeing attraction‑wide operations Encourage new... 
    Shift work

    Merlin Entertainments

    Grapevine, TX
    3 days ago
  • Michaels INC in Keller, Texas is seeking a retail management professional to deliver a customer centric shopping experience. In this role, you will lead front-end operations and manage omnichannel processes while maintaining store recovery standards. The ideal candidate... 

    Michaels INC

    Keller, TX
    1 day ago
  • Mister Car Wash in Lake Worth, Texas, is searching for a Guest Service Specialist (GSS) to join our innovative team. The role emphasizes exceptional customer service and selling our Unlimited Wash Club membership program. Team members enjoy a vibrant work environment, excellent...

    Mister Car Wash

    Southlake, TX
    5 days ago
  •  ...Corp., seeks a Customer Service Supervisor to lead a dedicated team of Customer Service Specialists. This role emphasizes customer experience and compliance, while driving team performance and regulatory excellence. The successful candidate will possess strong... 

    TWO

    Coppell, TX
    3 days ago
  •  ...Merlin Entertainments is seeking a Retail Manager in Grapevine, Texas. The successful candidate will oversee the operations of retail...  .... Applicants should possess a minimum of three years of experience in retail or service with strong leadership and multitasking abilities... 

    Merlin Entertainments

    Grapevine, TX
    2 days ago
  •  ...Subway - 38497-0 in Keller, Texas is seeking a Manager to lead restaurant operations. Responsibilities include providing excellent guest experiences, managing inventory, and ensuring compliance with health and safety codes. The ideal candidate will have at least 2 years... 

    Subway - 38497-0

    Keller, TX
    3 days ago
  •  ...site 4 days per week in one of the specified locations. The Client Service Manager role is responsible for leading day-to-day client service...  ...client and collaborating with peers to create a precise client experience. * Ensure client satisfaction, improve client promoter... 
    Work at office

    Charles Schwab Careers

    Westlake, TX
    11 hours ago
  •  ...is looking for a Retail Service Specialist to assist the Store Manager and oversee customer service duties. This role involves...  ...candidate should possess strong communication skills and retail experience, preferably in auto parts. O’Reilly offers competitive wages,... 
    Shift work

    O'Reilly Auto Parts

    Euless, TX
    2 days ago
  •  ...Robinhood is seeking a Customer Experience Manager, Core Services, based in Westlake, Texas to lead a high-performing, customer-facing team. This role focuses on coaching team members, ensuring performance targets are met, and fostering an inclusive culture. Successful... 

    Robinhood

    Westlake, TX
    4 days ago
  •  ...seeking a Sales Supervisor who will drive store sales and lead a high-performing team. The ideal candidate will have 2+ years of experience in specialty or luxury retail, along with at least 1 year in a supervisory role. This role requires exceptional customer service... 
    Night shift
    Weekend work

    Splendid

    Southlake, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Experience Manager Premium RIAs. Be the first to apply!