Strategic Account Associates at Fidelity support clients through complex escalations, process improvements, and collaborative service delivery on a flexible hybrid schedule.
At Fidelity Clearing Canada, this associate manages smaller-firm relationships and helps improve client experience. The work includes issue resolution, client projects, product improvement requirements, and custom work orders. Success depends on communication, analysis, negotiation, and strong FCC Operations knowledge.
Key Responsibilities:
- Manage smaller-firm client relationships and service expectations
- Resolve complex client problems, escalations, and exceptions
- Coordinate initiatives improving products, processes, and client experience
- Advocate for clients across FCC support departments
- Report delivered improvements, savings, and experience results
Requirements:
- Three years in client service or financial services operations
- Understanding of brokerage and discretionary investment management
- Strong communication, negotiation, analytical, and prioritization skills
- Proficiency in Excel and Salesforce reporting
- University degree or equivalent financial services experience
Bring client service, operational knowledge, and improvement-focused thinking to Fidelity Clearing Canada's Toronto-based account management team.
Strategic Account Associate Toronto employer: Fidelity International
Fidelity Canada stands out as an exceptional employer, offering a dynamic work culture that prioritizes employee growth and well-being. With a flexible hybrid schedule and a commitment to diversity and inclusion, employees are empowered to thrive in their careers while enjoying competitive compensation and comprehensive benefits. The Toronto location fosters collaboration and innovation, making it an ideal environment for professionals seeking meaningful and rewarding opportunities in the financial services industry.
