Client Experience Account Manager
Westlakeonsitemanager
Posted yesterday · via Workday
About this role
Job Description: Client Experience Account Manager Note: Fidelity will not provide immigration sponsorship for this position. The Role The Client Experience Account Manager is a dedicated service professional who provides superior service while driving ideal behavior from high net worth donors and strategic advisor firms, the most complex relationships within Fidelity Charitable. Each CXAM in Premium Service owns a book of business and facilitates donor and advisor interactions via phone and email, consulting on a broad range of program offerings and service topics. The CXAM support associates as they financial transactions and respond to inquiries from Fidelity Charitable Private Donor Group donors, advisors, and non-profits, while ensuring high quality.…
Read the full description on Fidelity Investments Institutional Operations's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Westlake. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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