skillventory - A Leading Talent Research Firm

Senior/Director, Client Service Manager

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Kentucky • New Hampshire • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Senior

About the role

  • You will be the primary Fidelity client service contact for Defined Contribution and Workplace Benefits for some of Fidelity’s largest institutional clients.
  • Collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients.
  • Work closely with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.
  • Handle day-to-day record keeping for a defined set of strategic market clients, representing $10-$20 billion record keeping assets.
  • Generate new points of view, champion bold ideas, and collaborate with more than 25 Workplace Investing and Fidelity functional business partners to define innovative solutions and implement scalable practices.
  • Identify, surface, and effectively lead resolution of service issues with appropriate business partners.
  • Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience.

Requirements

  • 8-12 years of experience within the financial service industry with client facing expertise
  • Demonstrated understanding and experience with Workplace Benefits plan administration (e.g., Defined Contribution, Non-Qualified, Heath Savings Account, Student Debt, Goal Booster with Payroll and Workplace Giving)
  • Bachelor’s degree or equivalent work experience
  • FINRA licenses permitted but not required
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Workplace Benefits plan administrationDefined ContributionNon-Qualified plansHealth Savings AccountStudent Debt managementGoal Booster with PayrollWorkplace Giving
Soft Skills
client servicecollaborationproblem solvingleadershipcommunicationinnovation
Certifications
FINRA licenses