Client Service Manager II

Fidelity Investments Inc.; Salt Lake City (UT); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Private Shares is seeking an energetic Client Service Manager to support users of the FPS platform via inbound tickets, self-help resources, and educational materials. You will collaborate with developers to resolve problems and communicate customer feedback to the product team.

The role offers opportunities to assist with additional client service initiatives; strong written/verbal skills and a passion for startups will help you thrive in our collaborative, growth-focused environment.

Qualifications

• 3–5 years of experience supporting customers in a B2B SaaS company.
• Familiarity with the subject matter or equity management platforms is beneficial.
• Excellent verbal and written communication skills.
• Ability to keep multiple projects organized and moving forward.
• Empathetic, tech-savvy, and interested in startups from seed to mid-stage.
• Familiarity with Zendesk or Hubspot Service Hub is helpful.

Responsibilities

• Support FPS platform users through inbound tickets, the self-help library, and educational materials.
• Consult with developers to resolve issues and relay customer feedback to the product team.
• Assist with other client service initiatives as needed.

Skills

Verbal communication

Written communication

Multitasking

Empathy

Startup mindset

Tech-savvy

Tools

Zendesk

Hubspot Service Hub

Job description

Job Description:

Client Service Manager

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Fidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform—through inbound support tickets, our self-help library, and other educational materials.

Alongside this work, you will consult with our developers to solve problems and communicate customer feedback to our product team. This role will also provide opportunities to help support other initiatives that our client service team undertakes.

The Expertise and Skills You Bring

• Candidates should have 3-5 years of experience supporting customers in a B2B SaaS company. No legal or technical experience is required, although familiarity with the subject matter or equity management platforms is beneficial.
• Our team members possess excellent verbal and written communication skills, an ability to keep multiple projects organized and moving forward, and a willingness to dive in and learn new things.
• We look for people who are empathetic, tech-savvy, and interested in working with startups from seed to mid-stage.
• Familiarity with Zendesk, Hubspot Service Hub or a similar ticket tracking product is helpful.

The Team

Our customer success team is known among our competitors for providing great service and an easy onboarding process. We collaborate frequently with product and development teams and stay in close touch with our sales team as they bring in new clients. While we have branches of support, implementation, and customer success, we are a small team and our collaborative, helpful attitudes are essential ingredients in our success.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Category: Client Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.