Fidelity Bank · 17 hours ago
Client Service Manager / Sr. Manager, Wealth Family Office - Client Experience
900 Salem St, Smithfield RI
Full-time
Hybrid
Senior Level
5+ years expFidelity Bank is a fast-paced, entrepreneurial organization seeking a Client Service Manager to provide exceptional service to family office clients. The role involves servicing, educating, and resolving operational issues while ensuring client satisfaction and optimizing the client experience.
Customer ServiceFinanceBankingCrypto & Web3Property & Casualty InsuranceBitcoinFinancial ServicesInsuranceWealth Management
Responsibilities
Be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for our family office clients
Support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team
Spend the majority of time on client satisfaction with specific attention to the areas of client service, relationship management, problem resolution, and process improvement
Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients
Responding directly to all client inquiries: telephone, fax, email and written correspondence
Driving high satisfaction, quality and efficiency for both the client and Fidelity
Conducting data analysis in order to drive change and process improvement with our teams and our clients
Proactively managing client issues and resolve problems in a timely and accurate manner
Actively participate in client meetings and formal client reviews
Training and educating clients in the areas of process, policy and procedures
Mentoring other associates
Qualification
Required
Bachelor's degree or commensurate work experience required
5+ years of operations and/or service experience in the financial services industry
Ultra High Net Worth experience desired
Series 7 required
Series 63 preferred, required to obtain within 60 days
Your excellent interpersonal, verbal and written communication skills
You have the ability to work in a fast paced, deadline oriented environment
You bring an entrepreneurial spirit and the ability to work collaboratively across an organization
Your proven leadership skills
Your advanced knowledge of MS Office
Your prior experience working directly with Ultra High Net Worth clients
Preferred
Your project management experience is preferred and business analysis, process improvement and consulting experience is a plus
Series 63 preferred, required to obtain within 60 days
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase