Client Service Manager II
ClientServiceManagerII-(Custody)-WealthClientExperience
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Service Manager II - (Custody) - Wealth Client Experience at Client Service Manager II. Support Registered Investment Advisors. Handle inbound phone inquiries”
What You'll Achieve.
Maintaining satisfactory client service levels; High client satisfaction scores; Meets/exceeds established KPIs
Industry & Context.
Think analytically; Deliver solutions to complex challenges
This role does not support sponsorship
What They're Looking For.
Must Have
Series 7
Nice to Have
Bachelor's Degree, 5 years of operations and/or service experience in the financial services industry
What You'll Do.
Support Registered Investment Advisors
Handle inbound phone inquiries
Supervise email and NIGO volumes
Coordinate with internal business partners
Maintain client service levels
Influence firms to embrace tools
Identify training opportunities
Ensure world class client experience
Support advisory firms
Work with firms for alignment
Meet/exceed established KPIs
Align client needs with business goals
How You'll Work.
Team & Collaboration
Partners with Client Service Representatives; Key contributors to a positive workplace; Maintaining a commitment to collaboration; Shared success; Provides support to advisory firms in a team-based environment; Work well on teams; Fast-paced, cross-collaborative environments
Communication Scope
Excellent interpersonal, verbal and written communication skills
Full Job Description
## ## Job Description: **The Role** * The Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity * This role is one of several point of contacts within the service team for all service and operational needs for the RIAs within the Preferred Segment * Serves as liaison between the RIAs and internal business partners, including operations, technology, and trading * Partners with Client Service Representatives (CSRs) who assist with NIGO’s, emails and inbound phone calls * Responsible for handling inbound phone inquiries, supervising email and NIGO volumes, coordinating with internal business partners, and advocating for clients on simple and/or advanced issues. * Your goals include maintaining satisfactory client service levels, high client satisfaction scores, influencing firms to embrace tools and technology, identifying training opportunities, while ensuring an overall world class client experience * The CSM II is expected to be key contributors to a positive workplace environment; maintaining a strong commitment to collaboration and shared success. * Provides support to advisory firms in a team-based environment * Proactively works with our firms to ensure strategic alignment and growth * Meets/exceeds established KPIs * Aligns client needs with business goals/objectives **The Expertise We’re Looking For** * Bachelor’s Degree preferred * At least 1 year in current role * 5 years of operations and/or service experience in the financial services industry preferred * Series 7 required **The Skills You Bring** * Your excellent interpersonal, verbal and written communication skills. * Your Relationship Building and Management skills * Your ability to work well on teams and in fast-paced, cross-collaborative environments. * You think analytically and deliver solutions to complex challenges. * Your proven leadership skills. * Your knowledge of the Brokerage and/or Custody industry. * You have intermediate to ad
Applying for this Client Service Manager II - (Custody) - Wealth Client Experience role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Client Service Manager II?
Real rants from real employees. Read before you apply.