Family Office - Client Service Manager II / III

**Family Office

Client Service Manager II / III**
**Westlake , TX**
****
**Job Description:**
The **Expertise** Were Looking For
* Bachelors degree required
* 5+ years of operations and/or service experience in the financial services industry
* Series 7 required
* Series 63 preferred, required to obtain within 60 days
The **Purpose** of Your Role
The Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides products and services to support the needs of family office executives so they in turn can exceed the expectations of their family member clients.
To ensure that FFOS clients receive seamless integration and delivery of products and services, a dedicated Client Service Manager (CSM) is assigned to each client to be a singular point of contact for all day-to-day operational and service needs. In this role you will support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team. The majority of your time will be spent on client satisfaction with specific attention to the areas of client service, relationship management, problem resolution, and process improvement.
The **Skills** You Bring
* Your excellent interpersonal, verbal and written communication skills
* You have the ability to work in a fast paced, deadline oriented environment
* You bring an entrepreneurial spirit and the ability to work collaboratively across an organization
* Your proven leadership skills
* Your project management experience is preferred and business analysis, process improvement and consulting experience is a plus
* You have knowledge of the brokerage, family office or RIA industry
* Your advanced knowledge of MS Office
* Your prior experience working directly with Ultra High Net Worth clients
The **Value** You Deliver
* Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients
* Responding directly to all client inquiries: telephone, fax, email and written correspondence
* Driving high satisfaction, quality and efficiency for both the client and Fidelity
* Conducting data analysis in order to drive change and process improvement with our teams and our clients
* Proactively managing client issues and resolve problems in a timely and accurate manner. Ability to influence and partner with team members outside of FFOS.
* Actively participate in client meetings and formal client reviews
* Training and educating clients in the areas of process, policy and procedures
* Mentoring other associates
How Your Work **Impacts** the Organization
Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture:
****
**Certifications:**
****
**Company Overview**
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: *to strengthen the financial well-being of our clients*. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
**Join Us**
At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to **Find Your Fidelity** at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
**Fidelity benefits that adapt to everything life sends your way**
**Benefits With You in Mind**
Benefits for your whole life

thats what youll find at Fidelity.
Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive

both in and outside of work.
**Family Programs**
* Adoption assistance
* Backup dependent care
* Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)
**Wellness Programs**
* Dependent care flexible spending (FSA)
* On-site health & wellness centers
* Nutritional counseling
* Fitness reimbursement programs
**Retirement Planning**
* 401(k): pre-tax and/or Roth
* Company-matching contributions (up to 7%)*
* Profit Sharing contributions**
**Health & Insurance**
* Medical coverage
* Dental & Vision coverage
* Disability Insurance
* HSA & FSA flexible spending accounts
**Education Benefits**
* Step Ahead student loan assistance

helping you pay down your loans so you can save on interest, with up to $10K in contributions
* Tuition reimbursement program
* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.
**Fidelity is invested in you**
**Committed to Professional Development**
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
**Licenses & Certifications**
* Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
* Tuition reimbursement for online or in-person course work in pursuit of new certifications.
**Continuing Education & Training**
* Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
* Video-base

#J-18808-Ljbffr