Client Service Representative Fidelity Digital Assets

Job Description:

Client Service Representative - Fidelity Digital Assets

Working pattern:
4day week (MondayFriday) 7:00am5:30pm (10 hour shift)

The nonworking day will fall between Monday and Friday and will be agreed in advance.

Do you want to work for a fast-paced growing organization where impactful people make the difference Do you thrive on providing exceptional client service Join us as a Client Service Representative where you will be the key contact in servicing educating and resolving day-to-day operational issues for our institutional clients.

The Purpose of Your Role

Fidelity Digital Assets is a growing business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to institutional clients and prospects. The Client Service Representative (CSR) will work within a Pod or Client Service Team environment which will consist of dedicated Client Service associates focused on the client relationship. The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall experience for those clients.

You will focus on client satisfaction with specific attention in the areas of client service relationship management problem resolution and process improvement. CSRs are expected to display leadership characteristics and to have strong commitment to teamwork and shared success.

To be effective you will work closely with the Implementation Manager and Relationship Manager as well as the broader Fidelity Digital Assets team including Technology Operations Product/Marketing and Business Development to improve processes and client satisfaction by proactively developing a deeper understanding of their operational needs and opportunities. You will also deliver expertise regarding key industry topics that include product platform technology operations and business management principles. With your knowledge and commitment you will become a collaborative and resourceful member of the Fidelity Digital Assets team sharing best practices and driving successful results.

The Expertise Were Looking For

• Bachelors Degree preferred.

• 3 years of operations and/or client service experience in the financial services industry.

• Relationship building skills across team business unit and national peers.

• Familiarity with institutional custody and operations solutions.

The Skills You Bring

• Your excellent interpersonal verbal and written communication skills.

• Your ability to work well on teams and in fast-paced cross-collaborative environments.

• Your ability to think analytically and deliver solutions to complex challenges.

• Your proven leadership skills.

• Your proven ability to build and leverage internal and external networks.

• Your passion for innovation.

• Your success in navigating and thriving in a dynamic growing business.

• Flexible hours which may include evenings and weekends.

The Value You Deliver

At Fidelity collaboration isnt just about working together but also about improving lives success as a firm is due to the personal responsibility and pride that our associates take in getting things just right and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that youll deliver are:

• Supporting divisional business needs while maintaining a client first mentality.

• Optimizing the client experience at Fidelity and developing long term client relationships and partnerships.

• Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.

• Driving high satisfaction quality and efficiency for both the client and Fidelity.

• Delivering superior results quickly and efficiently utilizing effective time management skills.

• Actively participate in client meetings and client service reviews.

• Driving innovation through curiosity and comprehensive understanding of business processes and challenges.

How Your Work Impacts the Organization

Fidelity Digital Asset is an emerging business unit dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help build Institutional relationship capabilities within Fidelity Digital Assets and help bring the vision for the future to life.

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