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
Client Services Specialist at Fiserv providing technical support for SMB merchant clients in a call center environment. Collaborate with sales teams to improve client satisfaction and revenue growth.
Client Service Representative assisting customers with their banking transactions. Engaging clients to connect them with the right services and products at CIBC.
Registered Client Service Associate supporting financial advisors at Ameriprise Financial. Assisting with client service and portfolio management responsibilities while enhancing client relationships.
Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.
Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross - functional teams to ensure high customer satisfaction in London.
Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
Client Support Lead providing operational support and mentoring for teams at Zinnia. Liaising with multiple departments to resolve client and production issues.