Client Experience Improvement Associate Fidelity
Fidelity International
Fidelity’s Strategic Account Associate role focuses on client experience improvement, relationship oversight, and change initiatives from Toronto to Mississauga.Working flexibly in a hybrid arrangement, the associate partners with Service Delivery, Client Support, operational managers, and product leaders. You will identify learning gaps, improve processes, monitor results, and represent client needs across FCC. The role requires an organized self-starter who can manage complex tasks and difficult situations.Key Responsibilities:
Drive client service experience improvements as a change agentRecognize client training opportunities and knowledge gapsReview client needs with FCC departmentsOversee custom work orders and associated client requirementsTrack success of improvements and client experience resultsRequirements:
Three years of client service or operations experienceRelevant university degree or equivalent work experienceAbility to build credibility and rapport quicklyProfessional, calm, courteous, and friendly client representationAbility to learn FCC systems and products quicklyApply your curiosity, service focus, and financial services expertise to improve client outcomes at Fidelity Clearing Canada.
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Drive client service experience improvements as a change agentRecognize client training opportunities and knowledge gapsReview client needs with FCC departmentsOversee custom work orders and associated client requirementsTrack success of improvements and client experience resultsRequirements:
Three years of client service or operations experienceRelevant university degree or equivalent work experienceAbility to build credibility and rapport quicklyProfessional, calm, courteous, and friendly client representationAbility to learn FCC systems and products quicklyApply your curiosity, service focus, and financial services expertise to improve client outcomes at Fidelity Clearing Canada.
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Vacancy posted 2 hours ago
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