Senior Client Manager, Family Office
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-03-01
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
-
Management
Job Description & How to Apply Below
A leading financial services organization is seeking a Client Service Manager to manage key operational issues for family office clients. The ideal candidate will bring a Bachelor's degree, 5+ years in the financial services sector, and excellent communication skills. Responsibilities include ensuring client satisfaction, managing relationships, and resolving operational problems. The role requires expertise in ultra High Net Worth services and a Series 7 certification.
This hybrid role demands a service-oriented mindset and a proactive approach to problem-solving.
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Position Requirements
10+ Years
work experience
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