Senior Associate, Client Relationship Management
Fidelity International, Italy, NY, United States
Senior Associate, Client Relationship Management page is loaded## Senior Associate, Client Relationship Managementlocations:
Italy Officetime type:
Full timeposted on:
今天发布time left to apply:
结束日期:2026年4月30日 (申请时间还剩 30+ 天)job requisition id:
J65646# **About the Opportunity**Job Type: PermanentApplication Deadline: 30 April 2026**Title** Associate, Client Relationship Management
**Department**
Client Relationship Management, EMEA**Location** Milan**Reports To** Head of Client Relationship Management, Italy**Level** Senior Associate**Client Relationship Management** team and feel like you’re part of something bigger.**About Fidelity International :**Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.**About your team :**The EMEA Client Relationship Management team (“CRM”) is based in Luxembourg, London, Milan, Paris and Kronberg (Frankfurt), and oversees client take-on and client service for a diverse range of clients including financial institutions, insurers, wealth managers, asset managers, pensions funds, central banks, sovereign wealth funds and large corporates investing through the Fidelity funds as well as through segregated mandates.The CRM acts as unique interface between the Clients, the Sales Offices and all the internal operational departments and provides high standards services to our Clients based in Europe and Latin America by ensuring a smooth onboarding and managing any operational the Client may have during their investments life-cycle.The CRM team is also responsible for defining, articulating, and implementing operational service flows for each European market, while gaining any new business opportunities and ensuring client and asset retention.The CRM team provides as well consultancy services on all the operational matters and present service solutions to key Clients. The CRM is the central point of contact, working in close cooperation with the Sales teams. The team holds a pivotal role on strategic issues, multi-territorial arrangements, and global relationships as well as platforms chosen by our Clients.The overall mission of the team is to position Fidelity at the leading edge of customer service to Clients in Europe.**About your role :**Reporting to the Head of CRM Italy, this role will focus on the Italian market. The candidate will operate as a contact to ensure clients’ satisfaction throughout the client lifecycle, including both initial on-boarding of new clients to existing relationships, to ongoing administration and servicing. The CRM is responsible to provide support, guidance and to assist in resolving any Clients’queries.The individual will have opportunity for client contact and help co-ordinate internal resources to meet the client requirements, as well as an opportunity to understand the extensive wider operational business as part of the Client onboarding, servicing and change management role.In addition to this, the candidate can add value through managing other ad hoc projects and initiatives which positively impact the business and / or client experience.The successful candidate will make a key contribution to the development of the client relationship and Fidelity’s Business goal of retaining and developing every client we win.This role will be based in Milan and will support the Italian CRM team, with stakeholders spread across EMEA and throughout the wider operations team globally.**Your key accountabilities :*** The successful candidate will support the Italian business in delivering excellent client service through day-to-day client interactions including the oversight of the assigned mailbox and dealing NIGO queues.* Proactively manage client activities / requests, ensuring deadlines are met, as well as responding to client enquiries or requests via the Sales team as they arise. This could include liaising with the senior team members for customised reporting, ad-hoc information requests.* Ensure compliance with Anti Money Laundering requirements for existing clients in accordance with the Group AML Policy and the department procedures.* Manage new client implementations, existing client change activities and client terminations in line with procedures and policies.* Build internal relationships with key internal stakeholders to the benefit of the clients.* Work alongside other Client Relationship Managers within the team in their client account co-ordination and query / problem resolution, including anticipating evolving client needs and developing innovative solutions to meet them, contributing recommendations to strategic client service plans and directly supporting the client administration and quality assurance for any service provided by other internal support functions.* Identify client service trends and evolve client service practices, policies, procedures and standards by identifying opportunities to improve client engagement via ongoing client feedback and from Client Service Reviews.* Take full ownership of client issues and complaints from identification to resolution by working closely with internal partner teams.* Support team workload management and act as back up capacity where volumes require.* Collaborate with global servicing counterparts and internal partner teams to identify and drive improvements to the global servicing platform including implementing the required changes.* Analyse data and compile relevant and timely management information on all aspects of client service and assisting with preparation of other metrics and papers.* Maintain accurate and consistent records of client interactions in Salesforce.* Comply with operational risk controls and continually reassess operational risks, considering the changing economic, market and regulatory conditions, operating policies and procedures, and the impact of new technology.* Participates in educational opportunities to continuously develop market / client service / competitor knowledge through reading professional publications, attending industry events / conferences / forums, attending courses, maintains an awareness of latest technology trends and applications and feeds information back to relevant internal projects / initiatives / partner teams.As part of your role you will ensure that all interactions with clients (distributors, fund buyers/3rd party asset managers, institutional) are handled in a timely manner with a quality of response that continually exceeds their expectations.The role may require occasional business travel, depending on operational needs.**About you :**The candidate must show strong interest for Asset Management industry, high flexibility and maximum commitment to the company's clients and goals. The resource will join a highly dynamic team, so it is essential to be ready to join new challenges and demonstrate willingness to continuous learning and day by day improvement.Desirable skills are:* University Degree, ideally in Business Administration, Finance, Economics, or other related studies* 3-5 years’ experience in a European Client Services position or in a similar role within the Financial services industry* Strong operational background, ideally with knowledge of the Italian mutual fund industry, including Sub-Advisory Business, #J-18808-Ljbffr
Italy Officetime type:
Full timeposted on:
今天发布time left to apply:
结束日期:2026年4月30日 (申请时间还剩 30+ 天)job requisition id:
J65646# **About the Opportunity**Job Type: PermanentApplication Deadline: 30 April 2026**Title** Associate, Client Relationship Management
**Department**
Client Relationship Management, EMEA**Location** Milan**Reports To** Head of Client Relationship Management, Italy**Level** Senior Associate**Client Relationship Management** team and feel like you’re part of something bigger.**About Fidelity International :**Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.**About your team :**The EMEA Client Relationship Management team (“CRM”) is based in Luxembourg, London, Milan, Paris and Kronberg (Frankfurt), and oversees client take-on and client service for a diverse range of clients including financial institutions, insurers, wealth managers, asset managers, pensions funds, central banks, sovereign wealth funds and large corporates investing through the Fidelity funds as well as through segregated mandates.The CRM acts as unique interface between the Clients, the Sales Offices and all the internal operational departments and provides high standards services to our Clients based in Europe and Latin America by ensuring a smooth onboarding and managing any operational the Client may have during their investments life-cycle.The CRM team is also responsible for defining, articulating, and implementing operational service flows for each European market, while gaining any new business opportunities and ensuring client and asset retention.The CRM team provides as well consultancy services on all the operational matters and present service solutions to key Clients. The CRM is the central point of contact, working in close cooperation with the Sales teams. The team holds a pivotal role on strategic issues, multi-territorial arrangements, and global relationships as well as platforms chosen by our Clients.The overall mission of the team is to position Fidelity at the leading edge of customer service to Clients in Europe.**About your role :**Reporting to the Head of CRM Italy, this role will focus on the Italian market. The candidate will operate as a contact to ensure clients’ satisfaction throughout the client lifecycle, including both initial on-boarding of new clients to existing relationships, to ongoing administration and servicing. The CRM is responsible to provide support, guidance and to assist in resolving any Clients’queries.The individual will have opportunity for client contact and help co-ordinate internal resources to meet the client requirements, as well as an opportunity to understand the extensive wider operational business as part of the Client onboarding, servicing and change management role.In addition to this, the candidate can add value through managing other ad hoc projects and initiatives which positively impact the business and / or client experience.The successful candidate will make a key contribution to the development of the client relationship and Fidelity’s Business goal of retaining and developing every client we win.This role will be based in Milan and will support the Italian CRM team, with stakeholders spread across EMEA and throughout the wider operations team globally.**Your key accountabilities :*** The successful candidate will support the Italian business in delivering excellent client service through day-to-day client interactions including the oversight of the assigned mailbox and dealing NIGO queues.* Proactively manage client activities / requests, ensuring deadlines are met, as well as responding to client enquiries or requests via the Sales team as they arise. This could include liaising with the senior team members for customised reporting, ad-hoc information requests.* Ensure compliance with Anti Money Laundering requirements for existing clients in accordance with the Group AML Policy and the department procedures.* Manage new client implementations, existing client change activities and client terminations in line with procedures and policies.* Build internal relationships with key internal stakeholders to the benefit of the clients.* Work alongside other Client Relationship Managers within the team in their client account co-ordination and query / problem resolution, including anticipating evolving client needs and developing innovative solutions to meet them, contributing recommendations to strategic client service plans and directly supporting the client administration and quality assurance for any service provided by other internal support functions.* Identify client service trends and evolve client service practices, policies, procedures and standards by identifying opportunities to improve client engagement via ongoing client feedback and from Client Service Reviews.* Take full ownership of client issues and complaints from identification to resolution by working closely with internal partner teams.* Support team workload management and act as back up capacity where volumes require.* Collaborate with global servicing counterparts and internal partner teams to identify and drive improvements to the global servicing platform including implementing the required changes.* Analyse data and compile relevant and timely management information on all aspects of client service and assisting with preparation of other metrics and papers.* Maintain accurate and consistent records of client interactions in Salesforce.* Comply with operational risk controls and continually reassess operational risks, considering the changing economic, market and regulatory conditions, operating policies and procedures, and the impact of new technology.* Participates in educational opportunities to continuously develop market / client service / competitor knowledge through reading professional publications, attending industry events / conferences / forums, attending courses, maintains an awareness of latest technology trends and applications and feeds information back to relevant internal projects / initiatives / partner teams.As part of your role you will ensure that all interactions with clients (distributors, fund buyers/3rd party asset managers, institutional) are handled in a timely manner with a quality of response that continually exceeds their expectations.The role may require occasional business travel, depending on operational needs.**About you :**The candidate must show strong interest for Asset Management industry, high flexibility and maximum commitment to the company's clients and goals. The resource will join a highly dynamic team, so it is essential to be ready to join new challenges and demonstrate willingness to continuous learning and day by day improvement.Desirable skills are:* University Degree, ideally in Business Administration, Finance, Economics, or other related studies* 3-5 years’ experience in a European Client Services position or in a similar role within the Financial services industry* Strong operational background, ideally with knowledge of the Italian mutual fund industry, including Sub-Advisory Business, #J-18808-Ljbffr