Director, Client Service Management
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Jersey City • New Jersey • Rhode Island • United States
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Salary
💰 $95,000 - $186,000 per year
Job Level
About the role
- Owning the administration of new client contacts and supporting them throughout their life cycle
- Collaborating closely with clients and other business partners to provide direction and insight into Fidelity’s suite of products and services
- Developing new business opportunities and managing against operational feasibility
- Collaborating and influencing outcomes in a large matrix-managed environment and across multiple and diverse groups
- Participating in architectural system designs to meet client needs
- Complying with regulatory and policy mandates
- Ensuring all procedures are updated to mitigate process risks
- Ensuring the accuracy and timeliness of client requests
- Identifying improvements towards process efficiency and risk mitigation
- Supporting operational processes daily
Requirements
- Proven experience in Financial Service Operations & Client Management
- Knowledge of or experience in: Transfer agent operations, SEC regulations, Treasury operations or shareholder services of a publicly traded company
- Effective written, verbal and listening skills
- Strong analytic, problem solving and decision-making skills
- Developed project management skills
- Intermediate proficiency with Microsoft Office Suite
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial Service OperationsClient ManagementTransfer agent operationsSEC regulationsTreasury operationsShareholder servicesProject management
Soft Skills
Effective written communicationEffective verbal communicationListening skillsAnalytic skillsProblem solvingDecision-making