Client Services Associate managing Debt Capital Markets operational aspects. Involves transaction management, client interaction, and compliance in a fast - paced environment.
About the role
- Join Fidelity as Director, Client Services to ensure exceptional service for financial advisors and clients. Lead a team and develop strategies to improve operations and reporting.
Responsibilities
- Join our dedicated OSG Client Services team as a Director, Client Services ensuring exceptional service for financial advisors and institutional clients.
- Your role includes supporting internal business partners, understanding data visualization strategy, and creating and delivering reports to improve operations and strategies.
- You will also lead a team of 3 experienced Business Analyst Consultants as part of this role.
Requirements
- 5+ years of Leadership Experience
- Demonstrated experience in analytical thinking, influencing, and problem solving
- Experience with data workflow tools, understanding of data and database concepts, tools, and technologies
- Understanding of the BI product life cycle and experience working with data sets (working knowledge of SAP Business Objects a plus)
- Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and data driven culture
- Ability to interpret requests for information to match business needs with available corresponding data and understand factors impacting business performance.
- Financial services experience, preferred
- Excellent communication skills, both verbal and written.
- Participates in or leads project/work activities with broad scope and departmental impact
- Proactive team player who engages others, questions assumptions, and promotes innovative solutions and constant improvement through collaboration.
- A natural curiosity and desire to understand how things work – understand how data can be leveraged
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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