About the role

  • 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

Benefits

  • Competitive salary
  • Health insurance
  • Professional development opportunities
  • Flexible work arrangements
  • Retirement plans

Job title

Client Team Manager – Core Market Defined Benefit

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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