Establish, build and maintain relationships with their advisors and key members of their offices
Take full ownership of inquiries and escalations to ensure resolution according to Fidelity’s policies and procedures
Coordinate, manage and document all operational activities of assigned clients and act as the expert on operational policies and procedures within FIC
Partner with internal clients to reinforce clients Effortless Experience
Organize service review discussions with clients and develop and execute action plans to address issues
Act as the expert on FIC operational policies and procedures with advisors’ offices on how to process business
Act as the internal liaison/advocate for clients in interactions with key support groups across FIC
Requirements
More than 3 years related work experience in the mutual fund or financial services industry (required)
Minimum of 2 years’ experience in in-bound call inquiries (required)
And/or Minimum of 1 year experience in transaction and/or adjustment processing (required)
Experience with end-to-end customer relationship management is preferred
3-year College degree or equivalent experience
Bilingualism in French and English (written & verbal) is an asset
Designations, Licenses, or Accreditations IFIC or CSC is preferred
Benefits
Flexible working arrangements - 100% remote, hybrid, and in office options
Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
Parental leave top-up to 100% of your salary for a period of 25 weeks
Up to $650 for home office equipment
Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
Diversity and inclusion programs, including an active network of Employee Resource Groups
Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation
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