CA
Capital.comClient Service Specialist, English
Client Service Specialist in a leading trading platform. Supporting clients at all levels through various communication channels with a focus on building trust and satisfaction.
SF
Hybrid Director, Client Service Manager
Posted 5 days ago
About the role
- 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
CA
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