Client Support Manager

Fidelity Investments Canada

$70K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in service or operations support roles in financial services, ideally in brokerage
  • 3-year post-secondary education or equivalent experience
  • Broadridge (Dataphile) experience preferred
  • Canadian Securities Course (CSC) completion an asset
  • Bilingual in English and French is a plus

Responsibilities

  • Research and resolve customer issues related to product offerings
  • Perform advanced troubleshooting in a multi-channel environment
  • Provide support and training on FCC applications to clients
  • Complete technical support system requests and customizations for clients
  • Manage and escalate complex support issues while ensuring clear communication
  • Translate new product information into customer support content

Benefits

  • RRSP contributions after 6 months without employee matching required
  • Competitive compensation package designed for long-term financial well-being
  • Discretionary performance bonus enhancing overall compensation
  • Flexible hybrid schedule accommodating remote and onsite work
  • Opportunities for professional development within a dynamic environment
Full Job Description
Job Description
  • You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement.
  • Current work authorization for Canada is required for all openings.
  • The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.


What You Will Do:
The Client Support Manager has a thorough understanding of FCC's product suite and system set-ups/challenges, allowing them to use their skills and knowledge to support our clients (Introducing Broker and Portfolio Manager clients) of FCC. Their use of the tools provided to them and ability to execute solutions to meet client expectations is critical to success in this role. They are responsible for resolving incidents and triaging where required.
  • Research and resolve customer issues relating to Product offerings including mission critical support requests and application defects. Analyze issues and recommend solutions.
  • Perform advanced troubleshooting in a multi-channel environment (phone, email etc.) to solve escalated customer issues, and to help raise the bar of our front- line support team..
  • Provide support and training where deemed necessary on FCC applications offered to clients.
  • Completes technical support system requests for clients such as technical issues and specific customization to the client.
  • Handle escalated support issues (problem/issue triage, management, and escalation) with strong decision making capabilities on recognizing the impact and when to escalate to the next level, ensuring clear and effective communication throughout the cycle of support; providing end-user assistance where required until the issue has been resolved.
  • Translate new product information into customer-facing support content, ensuring existing content is maintained and is up-to-date.


What We're Looking For:
  • 3+ years' experience in service or operations support roles in financial services industry, preferably within the brokerage/carrying/custodian industry
  • Completion of 3-year post-secondary education or equivalent work experience
  • Broadridge (Dataphile experience) is an asset
  • Completion of Canadian Securities Course (CSC) is an asset
  • Bilingual in English and in French is an asset


Expertise You Bring:
  • 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 learn quickly and effectively prioritize tasks based on clients' needs, strong customer service focus
  • Flexibility in working with multiple clients; professional, friendly, calm demeanor, strong ability to represent FCC to our clients
  • Strong computer skills including proficiency in Office - Excel & Word, Adobe. Ability to learn systems and products quickly and gain an understanding of FCC's product offerings (Systems)
  • Excellent verbal and written communication skills - Ability to write effectively, both in person and over the phone/email.
  • Team player- ability to foster and maintain strong working relationships and work cooperatively with others


Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today-and your financial well-being tomorrow.

For this role, your total rewards include:
  • Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $70,000 to $105,000 CAD based on experience and qualifications.
  • RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution-no employee matching required.


We're proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization-an opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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