Trade Service Manager - Wealth Client Experience
Jobtailor
Responsibilities Support divisional business needs, while maintaining a client first mentality. Drive high satisfaction, quality and efficiency for both the client and Fidelity. Deliver outstanding results quickly and efficiently, utilizing effective time management skills. Drive innovation through curiosity and comprehensive understanding of business processes and challenges. Bringing energy to your role every day. Assist and advise business partners on trade related operational workflows. Ownership of client needs regarding service and problem resolution issues, with clear responsibility to call out issues as appropriate within the team. Actively participate in meetings and process improvement initiatives. Able to interact with all levels of management and business partners. Requirements BS/BA Degree (preferred; or at least 3 years experience in financial services related field) Series 7 licensing required 1-2 years in financial asset/brokerage servicing Soft Skills Client first mentality Time management Innovation Problem resolution Process improvement Interpersonal skills Energy Ownership Communication Satisfaction Certifications & Qualifications BS/BA Degree Series 7 licensing #J-18808-Ljbffr Jobtailor
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