About the Opportunity
Job Type: Permanent
Application Deadline: 30 November 2026
Title EMEA Platforms Specialist
Department European Client Relationship Management
Location Luxembourg
Reports To Head of Client Relationship Management Iberia, LaTam & MESA
Level Assistant Manager
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our CRM team and feel like you’re part of something bigger.
About your team :
The European Client Relationship Management team (“EMEA 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 ranges as well as through segregated mandates.
The EMEA 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, Latin America and Middle East & South Africa by ensuring a smooth onboarding and managing any operational item the Client may have during their investments life-cycle.
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 - Iberia, Latam & MESA this role will focus on EMEA Platforms.
The EMEA platforms specialist will help coordinate platform-related servicing activities across EMEA, supporting consistent operational processes across markets. The role will contribute to ongoing migrations and integrations resulting from mergers and acquisitions within the asset management industry, helping to maintain a smooth client experience.
The successful candidate will support client onboarding via platforms, administration and day-to-day servicing, responding to platform-related queries and escalating more complex matters as appropriate. Working with internal teams and external providers, the individual will help deliver platform solutions that meet client and business requirements. This position offers exposure to the broader operational landscape, including change management initiatives linked to industry consolidation.
Beyond core responsibilities, the platform specialist will contribute to ad hoc projects and initiatives that enhance operational efficiency, reduce risk and improve the client experience. The individual will continue to build specialist knowledge, support assigned migration activities and work to agreed day-to-day priorities, with guidance from the Head of CRM and relevant stakeholders. The role contributes to consistent servicing across regions and platforms and supports the business goal of retaining and developing every client we win.
The position will be based in Luxembourg and will support the EMEA CRM Team, collaborating with the broader CRM team, stakeholders across Continental Europe and globally within the wider operations organization.
Your key accountabilities :
Platform Servicing & Coordination : Act as a day-to-day contact for assigned platform servicing activities within EMEA. Support the coordination of client onboarding and migration activities, working with relevant teams to facilitate smooth transitions and minimise disruption. Follow up on assigned requests against agreed deadlines and procedures, escalating issues where needed.
Process Consistency & Controls: Help maintain consistent platform servicing processes across markets. Follow agreed frameworks and procedures for migrations and integrations, identifying and escalating operational risks. Contribute to initiatives linked to mergers, acquisitions and industry consolidation.
Client Experience & Relationship Support…