Client Success Manager responsible for driving client satisfaction in investment banking. Collaborating with internal teams to enhance client adoption, retention, and success.
SF
Hybrid Vice President, H&W CSM Team Leader
Posted 2 months ago
About the role
- Client Services Team Leader managing a team of Client Service Managers at Fidelity. Focused on client satisfaction and operational scale within Health & Welfare operations.
Responsibilities
- Manage a team of Client Service Managers
- Collaborate with leaders to establish team standards
- Influence strategic decisions and build solutions
- Ensure alignment on operations and deliverables
- Proactively partner with various leaders to drive performance
- Share insights and knowledge across the organization
Requirements
- BS or BA required; MBA preferred
- 10+ years of client service management experience
- Experience leading, coaching, mentoring, and developing people and teams
- Excellent interpersonal and communication skills
- Data-focused approach to decision making
- Ability to provide guidance and oversight to mitigate operational risk
- Flexible and can easily shift priorities
Benefits
- Support and empower direct reports and virtual team members
- Promote a diverse and inclusive environment
- Reasonable accommodations for applicants with disabilities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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