ClientServiceManager/II(Custody)

## ## Job Description: **Please note this is a pipeline requisition. As opportunities become available, we will evaluate applicants and reach out when we have viable a position open.** There are multiple opportunities for this posting: Client Service Manager I - Grade level 4 Client Service Manager II - Grade level 5 **Client Service Manager I / I / III** Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, and resolving day to day operational issues for our Custody clients. **The Expertise We’re Looking For** * Bachelor’s Degree preferred * 5+ years of operations and/or service experience in the financial services industry * Series 7 required **The Purpose of Your Role** The Client Service Manager (CSM) supports a book of Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity. The CSM is the primary point of contact for all service and operational needs for the firms in their book. CSM’s are supported by an operations team who process forms submitted to Fidelity. They also partner with Client Service Representatives (CSRs) who assist with NIGO’s, emails and backup the phones. Client Service Managers are responsible for handling inbound call volumes, supervising email & NIGO volumes, coordinating with internal business partners, and advocating for your clients on advanced issues. Your goals include, maintaining high client satisfaction scores, influencing your firms to embrace new tools and technology, identifying training opportunities, and ensuring that your firms critical metrics are met. CSMs are expected to be key contributors to a positive workplace environment and have a strong commitment to collaboration and shared success. **_Career Path_****:** CE Custody segments their firms into 3 tiers: * Emerging – works with smaller advisors on our p