CATEGORY: Client Services JOBS

Brokerage Treasury Cash Management Analyst Jersey City, NJ

Specialty: Client Services
As a Brokerage Treasury Cash Management Operations analyst, your primary role is to manage the cash flows in the various depository accounts as well as to conduct cash management funding and settlement activities to support the organization’s cash management objectives. The Team The Brokerage Treasury Cash Management team is focused on managing the cash flows within the firm’s depository account
Read More

Client Service Manager II, III Boston, MA

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
Read More

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
Read More

End User Support Technician Durham, NC

Specialty: Client Services
End User Support Technician Do you like solving puzzles and working in a team environment? Are you a detail oriented person interested in helping others make the most out of current technology? As a Technology Services Specialist, you will have the opportunity to do these and more. The Expertise We’re Looking For Client facing or Phone Customer Service highly experience preferred Bachelor Degree
Read More

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 &
Read More

Implementation Project Manager III or IV Smithfield, RI

Specialty: Client Services
The Implementation Project Manager will ensure the seamless transition of Advisors onto the Fidelity platform. This includes implementing client relationships with minimal direction, monitoring the new relationships, and managing the overall Implementation process and conversion of assets to Fidelity Clearing and Custody Services (FCCS). The Implementation Project Manager IV will be expected to ha
Read More

Implementation Project Manager III or IV Jersey City, NJ

Specialty: Client Services
The Implementation Project Manager will ensure the seamless transition of Advisors onto the Fidelity platform. This includes implementing client relationships with minimal direction, monitoring the new relationships, and managing the overall Implementation process and conversion of assets to Fidelity Clearing and Custody Services (FCCS). The Implementation Project Manager IV will be expected to ha
Read More

Implementation Project Manager III or IV Westlake, TX

Specialty: Client Services
The Implementation Project Manager will ensure the seamless transition of Advisors onto the Fidelity platform. This includes implementing client relationships with minimal direction, monitoring the new relationships, and managing the overall Implementation process and conversion of assets to Fidelity Clearing and Custody Services (FCCS). The Implementation Project Manager IV will be expected to ha
Read More

Senior Director, Securities Lending Support Jersey City, NJ

Specialty: Client Services
Senior Director, Securities Lending Support 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 c
Read More