Fidelity Investments · 22 hours ago
Client Service Manager / Sr. Manager, Wealth Family Office - Client Experience
Smithfield, RI
Full-time
Hybrid
Senior Level
5+ years expFidelity Investments is a fast-paced, entrepreneurial organization focused on exceptional client service. The Client Service Manager will be the key contact for family office clients, addressing their operational issues and ensuring a high level of client satisfaction.
FinanceWellnessAsset ManagementFinancial ServicesRetirementWealth Management
Responsibilities
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 your time on client satisfaction with specific attention to the areas of client service, relationship management, problem resolution, and process improvement
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
Knowledge of the brokerage, family office or RIA industry
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
Responsible Investor
2026-02-11
Company data provided by crunchbase