Assistant Manager/Manager, Client Relationship Management
Fidelity International
Jesolo, Veneto, Italia
Full-Time
Competitive
OfficeManager
Job Description
Title Assistant Manager / Manager, Client Relationship Management
Department Client Relationship Management, Europe
Location Milan
Reports To Head of Client Relationship Management, Italy
Level Assistant Manager/Manager (individual contributor role)
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Client Relationship Management team and feel like you’re part of something bigger.
About Fidelity International :
Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.
Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.
About your team :
The European Client Relationship Management team (“CRM”) is based in Luxembourg, London, Milan, Paris and Kronberg (Frankfurt), and oversees client take-on and client service for a diverse range of clients including financial institutions, insurers, wealth managers, asset managers, pensions funds, central banks, sovereign wealth funds and large corporates investing through the Fidelity funds as well as through segregated mandates.
The CRM acts as unique interface between the Clients, the Sales Offices and all the internal operational departments and provides high standards services to our Clients based in Europe and Latin America by ensuring a smooth onboarding and managing any operational the Client may have during their investments life-cycle.
The CRM team is also responsible for defining, articulating, and implementing operational service flows for each European market, while gaining any new business opportunities and ensuring client and asset retention.
The CRM team provides as well consultancy services on all the operational matters and present service solutions to key Clients. The CRM is the central point of contact, working in close cooperation with the Sales teams. The team holds a pivotal role on strategic issues, multi-territorial arrangements, and global relationships as well as platforms chosen by our Clients.
The overall mission of the team is to position Fidelity at the leading edge of customer service to Clients in Europe.
About your role :
Reporting to the Head of CRM Italy, this role will focus on the Italian market across the different business channels. The candidate will be responsible for all the services provided and will act as an escalation point for any day-to-day related queries, to ensure clients’ satisfaction throughout the client lifecycle. The CRM is responsible to provide support, guidance and to assist in resolving any Clients’queries.
The individual will have opportunity for client contact and help co-ordinate internal resources to meet the client requirements, as well as an opportunity to understand the extensive wider operational business as part of the Client onboarding, servicing and change management role.
In addition to this, the candidate can add value through managing other ad hoc projects and initiatives which positively impact the business and / or client experience.
The successful candidate will make a key contribution to the development of the client relationship and Fidelity’s Business goal of retaining and developing every client we win.
This role will be based in Milan and will support the Italian CRM team, with stakeholders spread across EMEA and throughout the wider operations team globally.
Your key accountabilities :
As part of your role you will ensure that all interactions with clients (distributors, fund buyers/3rd party asset managers, institutional) are handled in a timely manner with a quality of response that continually exceeds their expectations.
The role may require occasional business travel, depending on operational needs.
About you :
The candidate must show strong interest for Asset Management industry, high flexibility and maximum commitment to the company's clients and goals. The resource will join a highly dynamic team, so it is essential to be ready to join new challenges and demonstrate willingness to continuous learning and day by day improvement.
Desirable skills are:
Feel rewarded :
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.