Associate managing client service operations primarily for broker - dealers and wealth managers in the financial services industry. The role involves corporate action events, data reconciliation, and client support.
SF
Hybrid Director, Client Service Management
Posted 10 hours ago
About the role
- Director of Client Service Management at Fidelity Stock Transfer responsible for supporting next-generation operations. Building relationships with clients, ensuring operational health, and improving service efficiency.
Responsibilities
- Owning the administration of new client contacts and supporting them throughout their life cycle
- Collaborating closely with clients and other business partners to provide direction and insight into Fidelity’s suite of products and services
- Developing new business opportunities and managing against operational feasibility
- Collaborating and influencing outcomes in a large matrix-managed environment and across multiple and diverse groups
- Participating in architectural system designs to meet client needs
- Complying with regulatory and policy mandates
- Ensuring all procedures are updated to mitigate process risks
- Ensuring the accuracy and timeliness of client requests
- Identifying improvements towards process efficiency and risk mitigation
- Supporting operational processes daily
Requirements
- Proven experience in Financial Service Operations & Client Management
- Knowledge of or experience in Transfer agent operations
- Knowledge of or experience in SEC regulations
- Knowledge of or experience in Treasury operations or shareholder services of a publicly traded company
- Effective written, verbal and listening skills
- Strong analytic, problem solving and decision-making skills
- Developed project management skills
- Intermediate proficiency with Microsoft Office Suite
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
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