Senior Client Service Manager
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • Kentucky • New Hampshire • United States
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Job Level
About the role
- Consults with client regarding plan record keeping and administration best practices
- Influences client towards data quality standards and ideal service utilization
- Determines fit and influences client towards service and process standardization, optimal configuration and ideal service utilization
- Weighs costs/benefits as they relate to both client and Fidelity’s objectives
- Obtains formal direction from client from proper authorized requestor as required
- Initiates service changes
- Provides education/training on service changes
- Reviews changes to ensure they were made according to request
- Consults with clients regarding legal ramification of not complying with NDT results
- Assists with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)
- Executes on PAECE including delivery of the Record Keeping Review
- Participates with MD and client in business planning process (development of business plan, RPR and input to year end letter) and executes operational business plan items
- Point of escalation for operational issues and service recovery efforts
- Serves as operational consultant during client on boarding for new Implementations and corporate actions
- Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes
Requirements
- Bachelor's degree preferred
- 5-10 years of relevant experience, preferably with 5 being in defined contribution
- Experience establishing and maintaining relationships with key client operational decision makers
- Experience facilitating client interactions (phone, face to face)
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process
- Health insurance
- Retirement plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
consultingclient relationship managementcommunicationtrainingproblem-solvinginfluencingoperational planningservice recoverydata quality standardsregulatory compliance
Certifications
Bachelor's degree