Client Experience Leader — Remote/Hybrid (Canada)

Fidelity Investments; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Canada seeks a Client Experience Manager to maintain relationships with advisor offices and ensure exceptional operational service. The ideal candidate has over 3 years in finance, strong interpersonal skills, and is bilingual in French and English. The position offers a hybrid work model, competitive compensation, and comprehensive benefits including health services and a generous time off policy.

Benefits

Flexible working arrangements

Comprehensive health benefits

Parental leave top-up

Generous time off policy

Professional development opportunities

Qualifications

• More than 3 years related work experience in the mutual fund or financial services industry.
• Minimum of 2 years’ experience in in-bound call inquiries.
• Experience with end-to-end customer relationship management is preferred.

Responsibilities

• Establish and maintain relationships with advisor’s offices.
• Coordinate and manage all operational activities for assigned clients.
• Lead discussions and provide solutions to business problems.

Skills

Exceptional interpersonal skills

Conflict resolution and negotiation

Excellent relationship building

Bilingual (French/English) communication

Strong self-motivation

Education

3-year College degree or equivalent experience

Tools

MS Office Suite

Salesforce

Job description

A leading financial services firm in Canada seeks a Client Experience Manager to maintain relationships with advisor offices and ensure exceptional operational service. The ideal candidate has over 3 years in finance, strong interpersonal skills, and is bilingual in French and English. The position offers a hybrid work model, competitive compensation, and comprehensive benefits including health services and a generous time off policy.