Employee Benefits Account Manager responsible for managing employee benefits accounts and serving as a client contact. Providing guidance on benefit offerings and ensuring compliance with regulations.
SF
Hybrid Senior Client Experience Account Manager
Posted last month
About the role
- Senior Client Experience Account Manager providing superior service to ultra-high net worth clients at Fidelity Charitable. Facilitating complex donor interactions and ensuring high-quality service delivery.
Responsibilities
- Provide superior service while driving ideal behavior from ultra-high net worth donors and strategic advisor firms.
- Facilitate donor and advisor interactions via phone and email, consulting on a broad range of program offerings and service topics.
- Support associates as they financial transactions and respond to inquiries from Fidelity Charitable Private Donor Group donors, advisors, and non-profits, ensuring high quality.
- Partner with a Private Donor Group Philanthropic Strategist in order to fulfill requests from Private Donor Group donors.
- Optimize the client experience to drive high satisfaction, quality, and efficiency for the donors, advisors, corporate clients, and Fidelity Charitable.
Requirements
- Bachelors degree
- Minimum Experience: 5 years of customer service, sales, service operations or UHNW background required.
- Experience in the financial services industry, specifically brokerage or investments preferred but not required.
- Ability to maintain successful working relationships with business partners, teammates, and clientele.
- High sense of urgency and understanding when to escalate to solve issues.
- Strong and efficient verbal and written communication skills.
- Problem solving skills and excellent follow through.
- Strong organizational skills, project management, planning, and time management.
- Superior decision-making skills and the ability to operate with a high level of autonomy, makes decisions with minimal oversight that impact donor and advisor.
Benefits
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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