Service Delivery Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Flexible hybrid schedule from the Toronto office at 483 Bay Street; the location will move to the Mississauga office at 3 Robert Speck Parkway in approximately late 2026. Current work authorization for Canada is required.
Salary: Annual total cash compensation of $80,000–$100,000 CAD, including base salary and target discretionary performance bonus.
Company
provides investment portfolios and services to Canadian individuals and institutions and operates as a privately owned financial services company.
What you will do
- Act as the central point of contact for Introducing Broker and Portfolio Manager clients regarding service-related issues.
- Respond to inquiries and requests, manage interactions through resolution, and meet defined service-level agreements.
- Coordinate with back-office departments and escalate heightened or complex issues to senior stakeholders.
- Educate front- and middle-office users on products and processes to reduce operational effort.
- Assess client impact, manage expectations, communicate issue status, and provide comprehensive short-term solutions.
- Maintain current knowledge of Fidelity Clearing Canada policies, procedures, and client-specific processes.
Requirements
- Three-year post-secondary diploma or relevant work experience.
- 3–5 years of experience in client service or operations within financial services, preferably brokerage.
- Proven ability to establish exceptional client service, build client rapport, and communicate clearly with diverse audiences.
- Knowledge of operations offerings, processes, and policies, with strong reasoning, prioritization, and decision-making skills.
- Strong computer skills, including Microsoft Excel, Word, and Adobe, plus the ability to learn systems and products quickly.
- Current authorization to work in Canada is required.
Nice to have
- Understanding of the brokerage and discretionary investment management industries.
- Knowledge of industry products, services, and systems.
- Completion of the Canadian Securities Course.
- French language skills.
Culture & Benefits
- Flexible hybrid working arrangement.
- RRSP contribution after six months of employment, with no employee matching required.
- Inclusive and diverse workplace with accessibility accommodations available during the hiring process.
- Competitive compensation package with a discretionary performance bonus.
Hiring process
- Only selected candidates will be contacted for an interview.
- Accommodation is available upon request during the application process.
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