Fidelity Investments Manager

2 weeks ago


Calgary, Alberta, Canada Fidelity Investments Full time

About the Role:

The Manager, Client Services will lead the development and execution of strategic priorities for the Advisor Contact Centre and Transaction Processing functions in Calgary. This role is responsible for managing the day-to-day activities of the Calgary Client Services office, working with senior divisional management to implement changes that enhance productivity, reduce risk, and increase employee performance.

Key Responsibilities:

  • Manage the day-to-day operations of the department to ensure the management and completion of incoming calls and transactions.
  • Partner proactively with the talent acquisition team to ensure the bi-lingual resource needs of the business are met.
  • Develop and execute departmental goals as well as contribute to the Client Services division business plan.
  • Add value to the client experience and service delivery while providing a thorough understanding of what's important and recognizing what needs to be done.

Requirements:

  • University degree and/or college education or equivalent work experience.
  • A minimum of 3 years of experience managing employees in an operations or customer service environment within the financial services industry.
  • 5-7 years of experience in mutual fund and/or financial services industry with strong knowledge of contact centre and transfer agent operations.

About Us:

Fidelity Investments is a Canadian company that has been helping investors build better financial futures for over 35 years. We offer a range of trusted investment portfolios and services, and we're constantly seeking to find new and better ways to help our clients.

What We Offer:

  • A diverse and dedicated group of people who make a real difference for our clients and communities every day.
  • A wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.


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