Financial Services Client Account Associate

Financial services client account specialists at Fidelity resolve high-priority issues, coordinate internal partners, and strengthen service outcomes across Canadian brokerage relationships.

Fidelity Clearing Canada is seeking a Strategic Account Associate with three years of relevant experience. You will serve as a client contact for complex concerns while understanding business lines, structures, and product suites. The position combines relationship management, solution analysis, reporting, and collaboration across FCC departments.

Key Responsibilities:

• Serve as primary contact for complex client escalations
• Ensure timely, accurate, efficient issue resolution
• Identify client requirements for product improvements
• Facilitate Statements of Work for billable activities
• Provide client insights to support management strategy development

Requirements:

• Three years in financial services client service or operations
• Strong knowledge of FCC Operations and offerings
• Ability to analyze information and evaluate alternative solutions
• Excellent verbal and written communication abilities
• Canadian Securities Course or bilingualism considered assets

Use brokerage knowledge, client judgment, and clear communication to manage complex service needs for Fidelity Clearing Canada clients.