Insurance Account Handler supporting client portfolios and building relationships in Swansea. Offering a hybrid work model with focus on client interaction and customer service.
SF
Hybrid Director, Client Service Management
Posted 6 months ago
About the role
- Director of Client Service Management leading operations and service experience for Fidelity's correspondent clients. Driving strategic initiatives, client satisfaction, and operational efficiency within the team.
Responsibilities
- responsible for a team of Client Managers (CMs) that lead the operations and service experience
- identifying proactive efficiency opportunities, project management, high level initiatives and critical issues
- demonstrating strategic partnerships across the NF platform
- leading and developing the CM team
- assisting with pivotal initiatives to progress the service model and maintain client satisfaction
- developing deep relationships with correspondent clients
- represent a best-in-class service team and the face of Fidelity dedicated to correspondent clients
Requirements
- 10+ years of Financial Services experience; Brokerage Operations preferred
- Bachelor’s degree preferred
- Series 7 license required
- Series 24 license needed within first 6 months
- People management experience desired
- Client facing experience required
- Project management experience required
- Business analysis and consulting experience a plus
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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