Strategic Account Associate

6 months ago

Toronto, Canada Fidelity Investments Full time

Job Description

About Us:
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.based firms.

For more information about Fidelity Clearing Canada, please visit

Role Overview:
The role of the Strategic Account Associate "SAA" plays a vital part in ensuring FCC delivers the highest quality of customer service to our clients. The Strategic Account Associate works directly with FCC clients to resolve high priority escalations and to identify opportunities for process and product improvements based on their intimate knowledge of the client’s needs. The SAA works with collaboratively with Service Delivery, Client Support, operational and product managers and other FCC departments to identify and facilitate opportunities for improvements. The SAA will have a curious mind, not accept the status quo, and will work with internal partners to develop opportunities for improved service levels. The SAA will track and monitor success of their achievements in improving client experience. They will also track and monitor client requirements for product improvements as well as facilitate the creation of Statements of work for billable activities. This role requires a strong knowledge of FCC’s offering, clients’ business lines & structures, including the unique aspects of the client’s business/product suite and how they interact with FCC.

What You Will Do:

- Act as a primary point of contact for clients when it comes to complex problems, escalations, or need for exception handling. Ensure timely, accurate and efficient resolution of client issues.
- Act as a strong change agent and drive the client service experience. Act as the internal liaison/advocate for clients in interactions with key support groups across FCC to ensure that client expectations are achieved.
- Identify existing and potential client issues, recommend and implement initiatives and /projects and work with the Sr. SAM as required. Provide valuable input to senior levels to improve client experience and enhance CES/NPS.
- Recognize training opportunities for the client, identify learning needs and knowledge gaps to share with the strategic account manager and internal partners.
- Identify opportunities for improvement that enhance product/process for all clients
- Report on improvements delivered and value (time or cost savings, client experience improvement)
- Provide oversight of client custom work orders and leverage data to delivery insights to management to support strategy development
- Ensure clients receive the appropriate levels of service
- Works closely with all FCC departments to review and discuss client needs, understanding the issues and challenges from both the internal department and client perspective

The Expertise You Bring:

- 3 years of experience in a client service or operations role within the financial services industry, preferably in the brokerage industry
- Solid understanding of brokerage industry and discretionary investment management industry
- University Degree - Business, Commerce, Finance (Science or Engineering also acceptable with the relevant experience in Financial Services industry) or equivalent work experience
- Canadian Securities Course is considered as an asset
- Bilingualism (English/French) is considered as an asset

What We Are Looking For:

- Organized self-starter, with a customer service focus and ability to manage multiple complex tasks
- A curious, creative and highly motivated results producer. Able to deliver against business objectives and service standards.
- Ability to build credibility and rapport with clients quickly
- Ability to analyze and synthesize information to identify and understand issues and solutions; strong attention to detail.
- Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Ability to prioritize tasks based on clients’ needs and make decisions
- Strong negotiation and partnership skills, with the ability to navigate difficult situations
- Strong knowledge of FCC Operations
- Excellent computer skills including proficiency in Office - Excel and Salesforce reporting.
- Ability to learn and teach on systems and products quickly and gain an understanding of FCC’s product offerings.
- Flexibility in working with multiple clients; professional, friendly, calm demeanor
- Ability to represent FCC with a superior level of courtesy and professionalism
- Current work authorization for Canada is required for all openings._

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity

  • Strategic Account Development Manager

    3 weeks ago

    Toronto, Ontario, Canada North Strategic Full time

    North Strategic is seeking a skilled Strategic Account Development Manager to join our team. This is a fantastic opportunity to work with a collaborative account team that develops and delivers strategic, creative client programs.About the RoleThis role will focus on executing programs and developing client and agency team relationships. We're looking for a...

  • Account Executive

    6 months ago

    Toronto, Canada North Strategic Full time

    Company Description A three-time SABRE Canadian Agency of the Year winner (2015, 2016, 2019) North has achieved unprecedented success since launching in 2011. North disrupts the industry with its approach to PR, influencer, social and digital, establishing itself as a Canadian agency leader. Where other agencies begin to stagnate, North has found the sweet...

  • Account Executive

    6 months ago

    Toronto, Canada North Strategic Full time

    Company Description A three-time SABRE Canadian Agency of the Year winner (2015, 2016, 2019) North has achieved unprecedented success since launching in 2011. North disrupts the industry with its approach to PR, influencer, social and digital, establishing itself as a Canadian agency leader. Where other agencies begin to stagnate, North has found the sweet...

  • Strategic Account Manager

    8 months ago

    Toronto, Canada Air Canada Full time

    **Description** **Being part of Air Canada is to become part of an iconic Canadian symbol, recently ranked the best Airline in North America. Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.** Reporting to the Manager Regional Sales, Central Canada, this role will be responsible to develop,...

  • Public Relations Associate

    4 weeks ago

    Toronto, Ontario, Canada North Strategic Full time

    Job SummaryWe are seeking an experienced Public Relations Associate to join our team at North Strategic. The ideal candidate will possess excellent communication skills, be a dynamic team player with strong time management and organizational skills, and have a detail-oriented approach to work.About the RoleThe Public Relations Associate will support our PR...

  • Influencer Marketing Director

    4 weeks ago

    Toronto, Ontario, Canada North Strategic Full time

    Job DescriptionAs a seasoned leader in influencer and social/digital marketing, you will take the lead on some of North Strategic's flagship accounts, driving business growth and shaping our influencer practice.We're seeking an entrepreneurial thinker with agency chops who is passionate about the ever-evolving creator landscape. You'll inspire and guide...

  • Account Coordinator, Pr

    5 months ago

    Toronto, Canada North Strategic Full time

    **Company Description** North Strategic is Canada’s fastest-growing, national public relations and social media agency. In just six short years, North has grown to three offices across Canada with more than 60 full-time team members specialising in PR, social media, and content creation. The first PR agency in Canada to eliminate timesheets, our unorthodox...

  • Strategic Accounting Manager

    5 days ago

    Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    With an estimated salary of $120,000 per year, we are seeking a highly skilled Strategic Accounting Manager to join our client's team in Victoria, BC. As one of the best small cities in the world, our location offers a great quality of life and plenty of opportunities for growth.Job DescriptionWe are looking for an experienced Accounting Manager who can...

  • Account Coordinator, Social

    5 months ago

    Toronto, Canada North Strategic Full time

    **Company Description** North Strategic is Canada’s fastest-growing, national public relations and social media agency. In just six short years, North has grown to three offices across Canada with more than 60 full-time team members specialising in PR, social media, and content creation. The first PR agency in Canada to eliminate timesheets, our unorthodox...

  • Accounting Officer

    4 weeks ago

    Toronto, Ontario, Canada Strategic Underwriting Managers Inc. Full time

    Job Description for Accounting Technician at Strategic Underwriting Managers Inc.Education:Secondary (high) school graduation certificateWork Experience:1 year to less than 2 yearsKey Responsibilities:Strategic Underwriting Managers Inc. is seeking an experienced Accounting Technician to join our team. As an Accounting Technician, you will be responsible for...

  • Accounting and Financial Analyst

    3 weeks ago

    Toronto, Ontario, Canada Strategic Underwriting Managers Inc. Full time

    Job DescriptionWe are seeking a skilled Accounting and Financial Analyst to join our team at Strategic Underwriting Managers Inc.About the RoleThis is a permanent position that requires 35 hours of work per week. The ideal candidate will have 1 year to less than 2 years of experience in accounting and financial analysis.ResponsibilitiesCalculate and prepare...

  • Account Executive

    6 months ago

    Toronto, Canada North Strategic Full time

    Job Description Position Overview: As an Account Executive, you will be working as part of a collaborative account team that develops and delivers strategic, creative client programs. Your job is to tell the client’s story and relentlessly pursue the best results, with a focus on executing programs and developing client and agency team...

  • Account Executive, Social

    6 months ago

    Toronto, Canada North Strategic Full time

    **Company Description** A three-time SABRE Canadian Agency of the Year winner (2015, 2016, 2019) North has achieved unprecedented success since launching in 2011. North disrupts the industry with its approach to PR, influencer, social and digital, establishing itself as a Canadian agency leader. Where other agencies begin to stagnate, North has found the...

  • Accounting Specialist

    4 weeks ago

    Toronto, Ontario, Canada Strategic Underwriting Managers Inc. Full time

    Job DescriptionWe are seeking an experienced Accounting Technician to join our team at Strategic Underwriting Managers Inc.The successful candidate will be responsible for maintaining accurate financial records, preparing cheques for payroll, and calculating fixed assets and depreciation.This is a permanent position, requiring the ability to work...

  • Strategic Account Director

    6 months ago

    Toronto, Canada Cision Full time

    Cision employs the brightest, most passionate people in the tech industry. We’d love for you to join our growing team! We invest in our people through training and professional development while supporting you along the way—all so you can meet your career goals. To us, the most important measure of our success is yours. We’re currently looking for a...

  • Senior Accounting Professional

    5 days ago

    Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    Senior Accountant Position OverviewThe Mason Group - Strategic Search Partners is seeking a highly skilled Senior Accountant to join our team. This role involves ensuring accurate and timely financial reporting, analysis, and strategic planning.

  • Strategic Financial Operations Director

    2 days ago

    Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    About The Mason Group - Strategic Search Partners">At The Mason Group - Strategic Search Partners, we're dedicated to finding exceptional professionals to drive our clients' success. As a leading Strategic Search Partner, we understand the importance of strong financial leadership in driving business growth.">Job Title: Accounting CFO">We're currently...

  • Strategic Account Director

    6 months ago

    Toronto, Canada Cision Full time

    Cision employs the brightest, most passionate people in the tech industry. We’d love for you to join our growing team! We invest in our people through training and professional development while supporting you along the way—all so you can meet your career goals. To us, the most important measure of our success is yours. We’re currently looking for a...

  • Strategic Account Manager

    6 months ago

    Toronto, Canada Statflo Full time

    **About us**: Statflo provides a one-to-one outreach platform for front-line retail staff to build authentic relationships and increase sales with their customers. Statflo’s proprietary platform is deployed in thousands of stores in North America. Statflo is the leading compliant business texting software that enables customer-facing teams to engage,...

  • Account Manager

    6 months ago

    Toronto, Canada North Strategic Full time

    Company Description A three-time SABRE Canadian Agency of the Year winner (2015, 2016, 2019) North has achieved unprecedented success since launching in 2011. North disrupts the industry with its approach to PR, influencer, social and digital, establishing itself as a Canadian agency leader. Where other agencies begin to stagnate, North has found the sweet...