Client Support Manager

3 days ago

Toronto, Ontario, Canada Fidelity Investments Full time

About the Role

Fidelity Clearing Canada (FCC) is a 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.

Job Summary

The Client Support Manager will have a thorough understanding of FCC's product suite and system set-ups/challenges, allowing them to use their skills and knowledge to support our clients (Introducing Broker and Portfolio Manager clients) of FCC. Their use of the tools provided to them and ability to execute solutions to meet client expectations is critical to success in this role.

Key Responsibilities

  • Research and resolve customer issues relating to Product offerings, including mission critical support requests and application defects. Analyze issues and recommend solutions.
  • Perform advanced troubleshooting in a multi-channel environment (phone, email, etc.) to solve escalated customer issues and to help raise the bar of our front-line support team.
  • Provide support and training where deemed necessary on FCC applications offered to clients.
  • Complete technical support system requests for clients, such as technical issues and specific customization to the client.
  • Handle escalated support issues (problem/issue triage, management, and escalation) with strong decision-making capabilities on recognizing the impact and when to escalate to the next level, ensuring clear and effective communication throughout the cycle of support; providing end-user assistance where required until the issue has been resolved.
  • Translate new product information into customer-facing support content, ensuring existing content is maintained and is up-to-date.

Requirements

  • 3+ years' experience in service or operations support roles in the financial services industry, preferably within the brokerage/carrying/custodian industry.
  • Completion of 3-year post-secondary education or equivalent work experience.
  • Broadridge (Dataphile experience) is an asset.
  • Completion of Canadian Securities Course (CSC) is an asset.

Expertise You Bring

  • 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 learn quickly and effectively prioritize tasks based on clients' needs, strong customer service focus.
  • Flexibility in working with multiple clients; professional, friendly, calm demeanor, strong ability to represent FCC to our clients.
  • Strong computer skills, including proficiency in Office - Excel & Word, Adobe. Ability to learn systems and products quickly and gain an understanding of FCC's product offerings (Systems).
  • Excellent verbal and written communication skills - Ability to write effectively, both in person and over the phone/email.
  • Team player - ability to foster and maintain strong working relationships and work cooperatively with others.

  • Client Support Manager

    5 days ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Job SummaryThe Client Support Manager will have a thorough...

  • Client Support Manager

    5 days ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Job SummaryThe Client Support Manager will have a thorough...

  • Local Contract Nurse RN Case Manager

    3 weeks ago

    Toronto, Ontario, Canada HealthEcareers - Client Full time

    Job Title: Local Contract Nurse RN Case ManagerJob Summary: HealthEcareers - Client is seeking a skilled and experienced Registered Nurse (RN) to fill a contract case management position. As a case manager, you will be responsible for coordinating patient care and services to ensure optimal health outcomes.Key Responsibilities:Case Management: Develop and...

  • Local Contract Nurse RN Case Manager

    3 weeks ago

    Toronto, Ontario, Canada HealthEcareers - Client Full time

    Job Title: Local Contract Nurse RN Case ManagerJob Summary: HealthEcareers - Client is seeking a skilled and experienced Registered Nurse (RN) to fill a contract case management position. As a case manager, you will be responsible for coordinating patient care and services to ensure optimal health outcomes.Key Responsibilities:Case Management: Develop and...

  • Client Support Manager

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Key ResponsibilitiesProvide mission-critical support to clients,...

  • Client Support Manager

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Key ResponsibilitiesProvide mission-critical support to clients,...

  • Client Support Manager

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Key ResponsibilitiesProvide mission-critical support to clients,...

  • Client Support Manager

    2 weeks ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Key ResponsibilitiesProvide mission-critical support to clients,...

  • Client Support Manager

    7 days ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Key ResponsibilitiesProvide mission-critical support to clients,...

  • Client Support Manager

    1 week ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Key ResponsibilitiesProvide mission-critical support to clients,...

  • Client Support Manager

    10 hours ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    About the RoleFidelity Clearing Canada (FCC) is a 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.Key ResponsibilitiesProvide advanced technical support to clients,...

  • Client Support Manager

    3 weeks ago

    Old Toronto, Ontario, Canada Sun Life Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Community Consultant. As a key member of our organization, you will be responsible for providing exceptional support to our clients and stakeholders, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Support: Provide customized support,...

  • Client Support Manager

    3 weeks ago

    Old Toronto, Ontario, Canada Sun Life Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Community Consultant. As a key member of our organization, you will be responsible for providing exceptional support to our clients and stakeholders, ensuring their needs are met and exceeded.Key ResponsibilitiesClient Support: Provide customized support,...

  • Client Support Case Manager

    1 month ago

    Toronto, Ontario, Canada WoodGreen Full time

    Position Overview: The role of the Case Counsellor Specialist is integral to the success of our Homeward Bound and Neighbourhood Programs. This position is designed for individuals who are passionate about empowering clients through comprehensive support and guidance.Key Responsibilities:Utilize professional case management techniques and various therapeutic...

  • Client Support Specialist

    1 month ago

    Toronto, Ontario, Canada Channel Partners Group Full time

    Channel Partners Group is on the lookout for motivated and committed Client Support Specialists to enhance our team. If you are passionate about assisting clients and thrive in a service-oriented environment, we encourage you to consider this opportunity to join our expanding organization. Primary Duties:Address client inquiries in a timely and professional...

  • Client Support Representative

    4 days ago

    Toronto, Ontario, Canada Resume Target Inc Full time

    {"title":"Client Support Specialist","description":"Company OverviewAt Resume Target Inc, we pride ourselves on delivering exceptional customer service and quality work to our clients in North America. Our team is passionate about helping professionals achieve their career goals, and we're looking for a talented Client Support Specialist to join our growing...

  • Client Support Representative

    4 days ago

    Toronto, Ontario, Canada Resume Target Inc Full time

    {"title":"Client Support Specialist","description":"Company OverviewAt Resume Target Inc, we pride ourselves on delivering exceptional customer service and quality work to our clients in North America. Our team is passionate about helping professionals achieve their career goals, and we're looking for a talented Client Support Specialist to join our growing...

  • Client Support Specialist

    3 days ago

    Toronto, Ontario, Canada WoodGreen Full time

    Job Title: Client Support WorkerWoodGreen is seeking a dedicated and compassionate Client Support Worker to join our Supportive Housing Program. As a key member of our team, you will provide emotional support and guidance to individuals in our program, helping them to achieve their goals and improve their overall well-being.Job Summary:The Client Support...

  • Client Support Specialist

    3 days ago

    Toronto, Ontario, Canada WoodGreen Full time

    Job Title: Client Support WorkerWoodGreen is seeking a dedicated and compassionate Client Support Worker to join our Supportive Housing Program. As a key member of our team, you will provide emotional support and guidance to individuals in our program, helping them to achieve their goals and improve their overall well-being.Job Summary:The Client Support...

  • Client Support Specialist

    1 month ago

    Toronto, Ontario, Canada Homes First Full time

    Client Support Specialist – Non 24 Hour Programs (Bargaining Unit Position)Work Schedule:5 days per week, generally from 9am to 5pm, with occasional evening shifts and the need for flexibility.Compensation: $28.76 per hour (aligned with Collective Agreement)About Homes First:At Homes First, we are committed to making a positive impact in the lives of...