Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
SF
Hybrid Senior/Director, Client Service Manager
Posted 4 weeks ago
About the role
- Senior/Director Client Service Manager role at Fidelity handling client service for large institutional clients. Collaborating with multiple teams to enhance workplace benefits and service delivery.
Responsibilities
- Handle day-to-day record keeping for a defined set of strategic market clients, representing $10-$20 billion record keeping assets
- Generate new points of view, champion bold ideas, and collaborate with more than 25 Workplace Investing and Fidelity functional business partners to define innovative solutions and implement scalable practices
- Possess and convey experienced knowledge of workplace products, plan sponsor plan provisions and governing body regulations
- Identify, surface, and effectively lead resolution of service issues (e.g., plan design, participant, risk/compliance) with appropriate business partners
- Understand client service requests and coordinate with internal business partners to effectively scope effort and cost, allocate appropriate resources, define project plan, and deliver against agreed upon timeline
- Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience
Requirements
- 8-12+ years of experience within the financial service industry with client facing expertise
- Demonstrated understanding and experience with Workplace Benefits plan administration (e.g., Defined Contribution, Non-Qualified, Heath Savings Account, Student Debt, Goal Booster with Payroll and Workplace Giving)
- Bachelor’s degree or equivalent work experience
- FINRA licenses permitted but not required
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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