Assistant Manager/Manager, Client Relationship Management

Responsibilities

• Manage client activities and requests for the Italian market, ensuring all deadlines are met and inquiries are resolved via the Sales team.
• Coordinate new client implementations, existing client change activities, and client terminations in line with company policies.
• Act as an escalation point for the servicing team to ensure compliance with Anti-Money Laundering (AML) requirements.
• Conduct regular Service Reviews with key clients and operational counterparties to ensure high standards of service.
• Collaborate with global servicing counterparts and internal partners to drive improvements to the global servicing platform and local processes.
• Maintain accurate and consistent records of all client interactions within Salesforce.
• Identify client service trends and evolve practices, policies, and standards based on client feedback.

Requirements

• University Degree in Business Administration, Finance, Economics, or a related field.
• 3-5 years of experience in a European Client Services position or a similar role within the Financial Services industry.
• Native Italian speaker with fluent spoken and written English.
• Strong operational background, specifically with knowledge of the Italian mutual fund and pension fund industries.
• Experience collaborating with international operations and customer-facing teams.
• Proven ability to work under pressure, meet deadlines, and maintain high accuracy.

Preferred Qualifications

• Professional qualifications such as IMC, IAC, or CFA Foundation.
• Knowledge of Sub-Advisory Business, distribution platforms, and transfer agency operations.
• Experience with segregated mandates servicing.

About the Company

Fidelity International offers world-class investment solutions and retirement expertise. As a privately owned, independent company, we are driven by the needs of our clients to deliver innovative solutions for a better future. We pride ourselves on excellence, innovation, and a client-first approach.