CATEGORY: Client Services JOBS

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CE Client Service Ops Representative III Jersey City, NJ

Specialty: Client Services
The Expertise We’re Looking For Four-year College Degree 2-3 years of experience in financial services industry with a sound understanding of the Broker/Dealer marketplace required The Purpose of Your Role Fidelity Institutional’s (FI) Client Experience Division (CED) provides superior customer service to Fidelity's National Financial Services (NFS) Broker-Dealers through innovation, dedicatio
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Client Service Manager I, II Jersey City, NJ

Specialty: Client Services
The Expertise We’re Looking For 3-5+ years Brokerage Operations and/or Service experience Client facing experience highly preferred Project management experience preferred Business analysis and consulting experience a plus Relevant Bachelor’s degree preferred Series 7 license preferred The Purpose of Your Role As a National Financial Services Client Service Manager, you oversee the operati
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Client Service Manager II, III Westlake, TX

Specialty: Client Services
Client Service Manager Do you want to work for a fast paced, entrepreneurial 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, tracking, trending, and resolving day to day operational issues for our family office clients. The Expertise We’re Looking
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Client Service Manager III San Francisco, CA

Specialty: Client Services
Client Service Manager Do you want to work for a fast paced, entrepreneurial 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, tracking, trending, and resolving day to day operational issues for our family office clients. The Expertise We’re Looking
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Client Service Representative Jersey City, NJ

Specialty: Client Services
Client Experience Associate – Client Trade Support In this role, you will dedicate yourself to servicing our clients and making a difference in their lives. On a daily basis, you will interact with internal and external business partners, providing subject-matter expertise pertaining to the trading and settlement of equity and fixed income securities. The Expertise We’re Looking For Customer se
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Family Office- Licensed Client Associate San Francisco, CA

Specialty: Client Services
Client Service Associate The Client Service Associate (CSA) will provide operational support to the Client Management Team. The team supports a division of Fidelity, serving the needs of their High Net Worth Clients. Join us as a Client Service Associate where you will assist in processing transactions for our Client Service Team. The Expertise We’re Looking For BS/BA Degree required Series 7 &
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Family Office- Licensed Client Service Representative Boston, MA

Specialty: Client Services
x x Job: Client Services Primary Location: US-MA-Boston Schedule: Full-time Job Level: Individual Contributor Education Level: Bachelor's Degree (±16 years) Job Type: Standard : Overtime Status: Non-exempt Travel: No Boston, Massachusetts Boston, MA
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Manager, Corporate Actions Jersey City, NJ

Specialty: Client Services
Corporate Actions Manager This is a full time position requiring knowledge of Corporate Actions (Reorganization and or Dividends) with an emphasis on managing their impact on the stock loan settlement business. The Team The Operations & Services Group (OSG) provides superior customer service to Fidelity’s brokerage businesses through innovation, dedication and commitment to excellence. With sev
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Quality Analyst - Tax and Cost Basis Westlake, TX

Specialty: Client Services
Tax and Cost Basis Quality Analyst The Tax and Cost Basis Quality Analyst is a dedicated to provide associates with the necessary training, calibration, reviews, analysis, and coaching so that they can develop and provide superior client experience. The objective of this role is to serve as a subject matter expert, anticipate client needs and work with all managers to look for new ways to provide
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Securities Lending Support Representative Jersey City, NJ

Specialty: Client Services
Securities Lending Support Representative The Team The Operations & Services Group (OSG) provides superior customer service to Fidelity’s brokerage businesses through Innovation, dedication and commitment to excellence. With seven operating divisions located throughout the country, OSG provides securities execution, clearance, and Information management services to retail, institutional, and cor
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