RIA Custody Client Service Manager – I/II

Fidelity Investments; Roanoke (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments is hiring for a Client Service Manager I/II to support a book of Registered Investment Advisors custodying their clients' assets. You will be the primary contact for service and operations, resolve day-to-day issues, and partner with a busy operations team.

We seek candidates with a Bachelor's degree (preferred), 5+ years in financial services operations, and a Series 7 license. Collaboration and client-first focus are essential in this role.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of operations and/or service experience in the financial services industry.
• Series 7 license required.
• Experience serving Registered Investment Advisors (RIAs) a plus.

Responsibilities

• Serve as primary contact for RIAs in custody.
• Handle inbound calls and emails; manage NIGO volumes.
• Coordinate with internal partners to resolve client issues.
• Advocate for clients to improve tools and processes.
• Maintain high client satisfaction and meet critical metrics.

Skills

Interpersonal skills

Verbal & written communication

Team collaboration

Analytical thinking

Leadership

Brokerage/Custody knowledge

Education

Bachelor’s degree preferred

Series 7 required

Tools

Microsoft Office

Job description

Fidelity Investments is hiring for a Client Service Manager I/II to support a book of Registered Investment Advisors custodying their clients' assets. You will be the primary contact for service and operations, resolve day-to-day issues, and partner with a busy operations team.

We seek candidates with a Bachelor's degree (preferred), 5+ years in financial services operations, and a Series 7 license. Collaboration and client-first focus are essential in this role.