Client Services Representative managing relationships for TPA and Non - TPA clients in FinTech. Ensuring smooth transitions for retirement plans while fostering business growth and client retention.
SF
Hybrid Client Service Manager
Posted 3 weeks ago
About the role
- Client Service Manager in Fidelity Private Shares, delivering exceptional support for customer inquiries. Collaborating with teams to enhance client experience and resolve issues through management of support tickets.
Responsibilities
- Deliver exceptional assistance to customers with the highest level of quality in both product knowledge and communication skills
- Engage with customers to resolve issues through support tickets
- Partner with Customer Success, Sales, Product and Engineering to diagnose and solve problems
- Craft well written, tailored communications to help customers resolve their issues
- Serve as a trusted advisor with an open, caring and approachable style
- Manage multiple competing priorities to achieve results for every customer
- Collaborate with cross-functional teams to identify and implement product and process improvements
Requirements
- 3-5 years of experience supporting customers in a B2B SaaS company
- Excellent verbal and written communication skills
- Familiarity with the subject matter or equity management platforms is preferred
- Familiarity with Zendesk, Hubspot Service Hub or a similar ticket tracking product
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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