Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross - functional teams to ensure high customer satisfaction in London.
SF
Hybrid Senior/Director, Client Service Manager
Posted yesterday
About the role
- Senior/Director managing client service for Fidelity's institutional clients in Defined Contribution and Workplace Benefits. Collaborating with service teams to uphold contractual commitments and implement innovative solutions.
Responsibilities
- You will be the primary Fidelity client service contact for Defined Contribution and Workplace Benefits for some of Fidelity’s largest institutional clients.
- Collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients.
- Work closely with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.
- 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.
- Identify, surface, and effectively lead resolution of service issues with appropriate business partners.
- 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
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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