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The Fidelity Bank · 3 months ago

Director of Wealth Client Experience/Admin

Fuquay-Varina, NC

Full-time

Onsite

Director/Executive

7+ years exp

The Fidelity Bank is seeking a Director of Wealth Client Experience and Administration to lead the client service and operations functions within the Wealth Management division. This role focuses on enhancing client satisfaction, overseeing administrative efficiency, and driving strategic initiatives in collaboration with advisors and leadership.

BankingFinancial Services

Responsibilities

Design and implement strategies to enhance the overall client journey and satisfaction

Serve as a senior escalation point for complex client service issues

Collaborate with advisors to support onboarding, account servicing, and client communications

Oversee daily operations including documentation, scheduling, reporting, and transaction processing

Manage administrative staff and ensure adherence to service standards and regulatory requirements

Optimize workflows for client servicing, compliance, and operational reporting

Lead, mentor, and develop client service and administrative teams

Establish and monitor KPIs to measure service quality and operational performance

Promote a culture of excellence, collaboration, and continuous improvement

Lead projects focused on process improvement, technology adoption, and client experience innovation

Collaborate with senior leadership on business development and marketing strategies

Participate in cross-functional committees focused on client engagement and operational excellence

Qualification

Wealth management experienceClient experience leadershipCRM systems knowledgeFinancial planning toolsCompliance frameworks knowledgeAttention to detailCommunication skillsProblem-solving skillsOrganizational skillsTeam management

Required

Bachelor's degree with 7 years' experience in wealth management, banking, or financial services or an equivalent combination of education and experience

Exceptional attention to detail

Excellent communication, problem-solving, and organizational skills

Leadership in client experience and operations

Strong knowledge of CRM systems, financial planning tools, and compliance frameworks