Lead Director, Client Services responsible for strategic leadership and operational excellence in Rebate Operations at CVS Health. Overseeing client service efforts and team management to ensure satisfaction and compliance.
About the role
- Client Services Manager overseeing operational activities of defined contribution plans. Establishing client relationships and ensuring compliance with regulatory changes.
Responsibilities
- Consults with client regarding plan record keeping and administration best practices
- Influences client towards data quality standards and ideal service utilization
- Determines fit and influences client towards service and process standardization, optimal configuration and ideal service utilization
- Weighs costs/benefits as they relate to both client and Fidelity’s objectives
- Obtains formal direction from client from proper authorized requestor as required
- Initiates service changes
- Provides education/training on service changes
- Reviews changes to ensure they were made according to request
- Consults with clients regarding legal ramification of not complying with NDT results
- Assists with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)
- Executes on PAECE including delivery of the Record Keeping Review
- Participates with MD and client in business planning process (development of business plan, RPR and input to year end letter) and executes operational business plan items
- Point of escalation for operational issues and service recovery efforts
- Serves as operational consultant during client on boarding for new Implementations and corporate actions
- Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes
Requirements
- Bachelor's degree preferred
- 5-10 years of relevant experience, preferably with 5 being in defined contribution
- Experience establishing and maintaining relationships with key client operational decision makers
- Experience facilitating client interactions (phone, face to face)
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process
- Health insurance
- Retirement plans
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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