Client Services Manager at Sedgwick managing multiple client service programs and relationships. Overseeing customer satisfaction, program procedures, and team performance while ensuring growth and development opportunities.
SF
Hybrid Director, Client Service Manager
Posted 3 months ago
About the role
- Client Services Manager responsible for managing client relationships and operational integrity of defined contribution plans. Consulting on regulatory changes and ensuring compliance for Fidelity's clients.
Responsibilities
- Consults with client regarding plan record keeping and administration best practices
- Influence client towards data quality standards and ideal service utilization
- Determine fit and influence 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
- Obtain formal direction from client from proper authorized requestor as required
- Initiate service changes
- Provides education/training on service changes
- Review changes to ensure they were made according to request
- Consult with clients regarding legal ramification of not complying with NDT results
- Assist with delivery of test results and interpretation
- Execute on PAECE including delivery of the Record Keeping Review
- Participates with MD and client in business planning process
- Point of escalation for operational issues and service recovery efforts
- Serves as operational consultant during client onboarding 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
- Hybrid work arrangement (onsite every other week)
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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