Client Team Manager leading a team for Defined Benefit administration services for Fidelity clients. Responsible for client relationships and team management while ensuring service quality and efficiency.
Responsibilities
Providing day-to-day management of a team of associates performing Defined Benefit administration services
Overall responsibility for the client relationships on a book of clients
Serve as primary point of contact for clients for Defined Benefit administration
Prepare and participate in regular client service reviews and/or business planning meetings
Lead associates on your team in the capacity of workload, quality, and timeliness
Provide timely feedback on performance for associates
Develop effective performance measures and work with associates on goals and initiatives
Requirements
Bachelor’s Degree or equivalent work experience
7 + years in the Defined Benefit industry with 1 + year(s) of associate and client management experience
Excellent coaching and leadership skills required
Client consulting and leadership skills
Demonstrate leadership ability with self-motivation and determination
Project management and influence skills
Strong team and client management skills
A deep understanding of Defined Benefit processes and tools
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