Strategic Account Associate - Toronto, Canada - Fidelity Investments

Fidelity Investments

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Description

About Us:
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market.

We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of firms.

For more information about Fidelity Clearing Canada, please visit

Role Overview:

The role of the Strategic Account Associate "SAA" plays a vital part in ensuring FCC delivers the highest quality of customer service to our clients.

The Strategic Account Associate works directly with FCC clients to resolve high priority escalations and to identify opportunities for process and product improvements based on their intimate knowledge of the client's needs.

The SAA works with collaboratively with Service Delivery, Client Support, operational and product managers and other FCC departments to identify and facilitate opportunities for improvements.

The SAA will have a curious mind, not accept the status quo, and will work with internal partners to develop opportunities for improved service levels.

The SAA will track and monitor success of their achievements in improving client experience.

They will also track and monitor client requirements for product improvements as well as facilitate the creation of Statements of work for billable activities.

This role requires a strong knowledge of FCC's offering, clients' business lines & structures, including the unique aspects of the client's business/product suite and how they interact with FCC.

What You Will Do:

Act as a primary point of contact for clients when it comes to complex problems, escalations, or need for exception handling. Ensure timely, accurate and efficient resolution of client issues.
Act as a strong change agent and drive the client service experience. Act as the internal liaison/advocate for clients in interactions with key support groups across FCC to ensure that client expectations are achieved.
Identify existing and potential client issues, recommend and implement initiatives and /projects and work with the Sr. SAM as required. Provide valuable input to senior levels to improve client experience and enhance CES/NPS.
Recognize training opportunities for the client, identify learning needs and knowledge gaps to share with the strategic account manager and internal partners.
Identify opportunities for improvement that enhance product/process for all clients
Report on improvements delivered and value (time or cost savings, client experience improvement)
Provide oversight of client custom work orders and leverage data to delivery insights to management to support strategy development
Ensure clients receive the appropriate levels of service
Works closely with all FCC departments to review and discuss client needs, understanding the issues and challenges from both the internal department and client perspective

The Expertise You Bring:

3 years of experience in a client service or operations role within the financial services industry, preferably in the brokerage industry
Solid understanding of brokerage industry and discretionary investment management industry

University Degree

Business, Commerce, Finance (Science or Engineering also acceptable with the relevant experience in Financial Services industry) or equivalent work experience
Canadian Securities Course is considered as an asset
Bilingualism (English/French) is considered as an asset

What We Are Looking For:

Organized selfstarter, with a customer service focus and ability to manage multiple complex tasks
A curious, creative and highly motivated results producer. Able to deliver against business objectives and service standards.
Ability to build credibility and rapport with clients quickly
Ability to analyze and synthesize information to identify and understand issues and solutions; strong attention to detail.
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Ability to prioritize tasks based on clients' needs and make decisions
Strong negotiation and partnership skills, with the ability to navigate difficult situations
Strong knowledge of FCC Operations
Excellent computer skills including proficiency in Office
Excel and Salesforce reporting.
Ability to learn and teach on systems and products quickly and gain an understanding of FCC's product offerings.
Flexibility in working with multiple clients; professional, friendly, calm demeanor
Ability to represent FCC with a superior level of courtesy and professionalism
Current work authorization for Canada is required for all openings._

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity