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Senior/Director, Client Service Manager
skillventory - A Leading Talent Research FirmClient Service Manager for Fidelity interacting with institutional clients on Defined Contribution and Workplace Benefits. Collaborating with teams to deliver outstanding service and innovative solutions.
Posted 7/13/2026full-timeMerrimack • Kentucky, New Hampshire, New Mexico, Texas • 🇺🇸 United StatesSeniorWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in client service within the financial services industry, particularly in Defined Contribution and Workplace Benefits plan administration. Proven ability to collaborate effectively with cross-functional teams and lead the resolution of service issues.
Highest-signal resume keywords
Client Service ExpertiseWorkplace Benefits Plan AdministrationFinancial Services Industry ExperienceCollaboration with Cross-Functional TeamsIssue Resolution Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Certifications & Qualifications
FINRA Licenses
Industry Keywords
Defined ContributionWorkplace BenefitsPlan AdministrationClient FacingOperational GroupsContractual CommitmentsService IssuesMatrixed Service TeamCollaborationBold Ideas
About the role
Key responsibilities & impact- Be the primary Fidelity client service contact for Defined Contribution and Workplace Benefits
- Collaborate with a matrixed service team to deliver contractual commitments
- Work closely with specialized operational groups to implement plan provisions
- Generate new points of view, champion bold ideas, and collaborate with Workplace Investing and Fidelity functional business partners
- Identify, surface, and effectively lead resolution of service issues
Requirements
What you’ll need- 8-12 plus years of experience within the financial service industry with client facing expertise
- Demonstrated understanding and experience with Workplace Benefits plan administration
- Bachelor’s degree or equivalent work experience
- FINRA licenses permitted but not required
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development