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Associate Client Service Manager
skillventory - A Leading Talent Research FirmClient Service Manager supporting operational integrity of client plans at Fidelity Investments. Engaging with clients, responding to inquiries, and collaborating with internal teams in a service environment.
About the role
Key responsibilities & impact- Respond to TEM Small Market and SCP client phone calls related to plan and participant-level issues
- Respond to client emails regarding the Simplified Contribution Platform
- Submit projects for plan-level changes/enhancements
- Provide PSW/SCP training and support to clients
- Collaborate with internal business partners to ensure timely response to client escalations
- Point of escalation for operational issues and service recovery efforts
- Perform recurring tasks in support of Third Party Administrators for TEM Small Market clients
Requirements
What you’ll need- Bachelor's degree preferred
- 3-5 years of relevant experience, preferably with 2 being in defined contribution
- Experience establishing and maintaining relationships with key client operational decision makers
- Experience facilitating client interactions (phone, face to face)
- Strong knowledge of industry trends and issues, Fidelity processes, procedures, services
- Microsoft Office applications are a plus
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Wellness programs
- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
defined contributionclient supportproject managementservice recovery
Soft Skills
relationship buildingclient interactioncollaborationescalation management
Certifications
Bachelor's degree