CATEGORY: Client Services JOBS

Brokerage Operations Representative II Smithfield, RI

Specialty: Client Services
Brokerage Reconciliation Representative II The Expertise we are Looking For 4 year degree in related major Experience in brokerage/finance/banking preferred Sense of urgency and prioritization of work a must Communication and influence skills Must have impeccable work ethic and time management skills Fast learning and retention skills with the initiative/drive to proactively become a subjec
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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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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
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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
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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
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Vice President, Equity Compensation Relationship Manager Los Angeles, CA

Specialty: Client Services
In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a deep understanding of the business need and the client’s perceptio
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Vice President, Equity Compensation Relationship Manager San Francisco, CA

Specialty: Client Services
In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a deep understanding of the business need and the client’s perceptio
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Vice President, Equity Compensation Relationship Manager Westlake, TX

Specialty: Client Services
In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a deep understanding of the business need and the client’s perceptio
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Vice President, Equity Compensation Relationship Manager San Diego, CA

Specialty: Client Services
In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery. The Team The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a deep understanding of the business need and the client’s perceptio
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VP, Advisor Concierge- Relationship Management Westlake, TX

Specialty: Client Services
The Advisor Concierge will be responsible for building and maintaining dedicated relationships with the Advisor teams, supporting and advocating for the needs of the advisor across Fidelity. The Advisor Concierge will partner with MDs, as well as Advisor Help Desk Specialists to deliver a “white glove” level of service to our most important advisor clients. The Team As an Advisor Concierge, you
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