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Fidelity Investments

Client Experience Account Manager

Westlakeonsitemanager

Posted today · via Workday

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About this role

Job Description: Note: Fidelity will not provide immigration sponsorship for this position Client Experience Account Manager The Role The Senior Specialist is a member of the Service Delivery Client Services team, specifically with the Premium Services Team, working closely with the Private Wealth Management and Philanthropic Strategists. You will primarily be responsible for the timely and accurate processing and researching for Private Wealth Management donors. The Senior Specialist will process standard and non-standard requests, meet program SLA’s, and prioritize expedited requests without sacrificing quality.…

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What we'd score you on

reqspace match rubric

Five 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.

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