Client Care Specialist at Gateway Services providing quality customer service in pet aftercare. Responsible for customer interactions, product knowledge, and administrative tasks while ensuring client satisfaction.
SF
Hybrid Director, Client Service Management
Posted 3 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Executive Assistant to Head of BCM Client Services handling various administrative tasks to support leadership at EXL. Requires strong communication and organizational skills for effective collaboration.
Client Services Representative managing relationships for TPA and Non - TPA clients in FinTech. Ensuring smooth transitions for retirement plans while fostering business growth and client retention.
Senior Client Services Partner leading key club customer engagements and driving revenue growth. Responsible for account success and metrics while working in a hybrid model from Lake Mary, FL.
Client Support Executive role in Pensions team supporting client service and administrative tasks. Offering assistance in onboarding, engagement management, and client communications in a hybrid setup.
Client Support Executive Team Leader at Law Debenture managing a pensions team and transitioning to a client - focused model. Ensuring high standards and effective team coordination in client service delivery.
Travel & Client Services Executive coordinating travel and logistics for corporate events at Davy Group. Supporting Capital Markets team with logistics, administration, and stakeholder communication.
Lead Director, Client Services responsible for strategic leadership and operational excellence in Rebate Operations at CVS Health. Overseeing client service efforts and team management to ensure satisfaction and compliance.
Client Service Manager working with assigned Client Managers to maintain and grow existing Small Group business. Ensuring positive account relationships and effective communication with clients and internal teams.
Client Service Associate supporting high - net - worth clients by ensuring transaction completion and relationship management. Working within a centralized task queue to enhance client satisfaction and retention.