Client Experience Specialist - Hybrid/Remote Options

Fidelity Canada; Calgary; Hybrid; CAD 60,000 - 76,000; Full time

Benefits offered by this job

Flexible working arrangements

RRSP contributions

Health benefits

Parental leave top-up

Home office budget

Volunteer days

Diversity & inclusion programs

Professional development

Job summary

Fidelity Canada is seeking a Client Experience Specialist to join our Client Experience Team in Calgary. This hybrid role supports Fidelity’s critical client base with operational service, relationship management, and quick resolution of inquiries.

You will coordinate with Client Experience Managers and Sales teams, handle escalations, and contribute to continuous improvement. The position offers flexible work arrangements, strong benefits, and pathways for professional development.

Qualifications

• 18+ months in mutual fund services or related field.

Responsibilities

• Understand client needs and ensure a seamless experience.
• Respond to inquiries in the absence of the primary manager and own issues from start to finish.
• Assess inquiries per internal policies and escalate as needed.
• Attend advisor events or client-facing meetings on request.
• Complete special projects, reports and campaigns as instructed.
• Partner with Sales to enhance client loyalty.
• Collaborate with Fidelity teams to deliver timely solutions.
• Advocate for client needs within internal teams.
• Promote new systems and services to drive adoption.
• Contribute to a culture of continuous improvement.

Skills

Relationship management

Policy & procedures knowledge

Adaptability

Communication skills

Fast-paced environment

Organizational awareness

MS Office Suite

Salesforce

In-house apps

AI

Education

College Diploma

Tools

MS Office Suite

Salesforce

In-house apps

AI tools

Job description

Fidelity Canada is seeking a Client Experience Specialist to join our Client Experience Team in Calgary. This hybrid role supports Fidelity’s critical client base with operational service, relationship management, and quick resolution of inquiries.

You will coordinate with Client Experience Managers and Sales teams, handle escalations, and contribute to continuous improvement. The position offers flexible work arrangements, strong benefits, and pathways for professional development.