Назад
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2 дня назад

Service Delivery Manager (Fintech)

80 000 - 100 000CAD
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Service Delivery Manager (Fintech): Managing end-to-end service delivery and issue resolution for Introducing Broker and Portfolio Manager clients in a financial services environment with an accent on client advocacy, service-level adherence, and operational coordination. Focus on resolving complex client issues, escalating heightened situations, and improving front- and middle-office interactions with Fidelity Clearing Canada.

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

hirify.global 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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