Client Service Delivery Manager - Financial Services

Fidelity Canada; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation package

Job summary

Fidelity Canada is seeking a Service Delivery Manager to serve as the primary point of contact for Introducing Broker and Portfolio Manager clients. The role coordinates with FCC back-office teams to meet defined service levels and resolve inquiries from first contact to resolution.

You will operate in a flexible hybrid setup with a facility at 483 Bay Street, Toronto, transitioning to Mississauga later. A Canada work authorization is required to apply, with strong emphasis on client service and

Qualifications

• 3 year post‑secondary diploma or relevant work experience.
• Experience in client service or operations within the financial services industry.
• Knowledge of brokerage industry is a plus.

Responsibilities

• Act as central point of contact for service-related issues for IB & PM clients, responding to inquiries and resolving within defined SLAs.
• Reduce middle office and advisor effort by promoting ease of doing business through product and process education.
• Assess client situations and provide comprehensive solutions for items with short-term resolutions.
• Escalate heightened issues to senior levels to ensure appropriate attention and timely resolution.
• Keep abreast of FCC policies and client-specific processes to advise accurately.

Skills

Client service

Operations

Financial services

Communication

Education

Post-secondary diploma

Relevant work experience

Tools

Excel

Word

Adobe

Job description

Fidelity Canada is seeking a Service Delivery Manager to serve as the primary point of contact for Introducing Broker and Portfolio Manager clients. The role coordinates with FCC back-office teams to meet defined service levels and resolve inquiries from first contact to resolution.

You will operate in a flexible hybrid setup with a facility at 483 Bay Street, Toronto, transitioning to Mississauga later. A Canada work authorization is required to apply, with strong emphasis on client service and