Institutional Client Services Specialist — Growth & Impact

Fidelity

Dublin

On-site

EUR 42,000 - 70,000

Full time

4 days ago
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Job summary

Fidelity Digital Assets is seeking a Client Service Representative to service, educate, and resolve day-to-day operational issues for institutional clients. The CSR works in a pod/client service team, focusing on client satisfaction and relationship management.

Collaborating with the Implementation Manager and Relationship Manager, the CSR will improve processes and client satisfaction while delivering expertise on product, platform, technology, and operations.

Qualifications

  • Bachelor's Degree preferred.
  • 3+ years of operations and/or client service experience in the financial services industry.
  • Relationship building skills across team, business unit, and national peers.
  • Familiarity with institutional custody and operations solutions.

Responsibilities

  • Provide client service relationship management and education to institutional clients.
  • Resolve day-to-day operational issues and improve processes.
  • Collaborate with Implementation Manager, Relationship Manager, and broader Fidelity Digital Assets team.
  • Deliver expertise on product, platform, technology, operations, and business management principles.

Skills

Interpersonal skills
Teamwork
Analytical thinking
Leadership
Networking
Innovation
Client service

Education

Bachelor's Degree preferred

Job description

Fidelity Digital Assets is seeking a Client Service Representative to service, educate, and resolve day-to-day operational issues for institutional clients. The CSR works in a pod/client service team, focusing on client satisfaction and relationship management.

Collaborating with the Implementation Manager and Relationship Manager, the CSR will improve processes and client satisfaction while delivering expertise on product, platform, technology, and operations.

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