Home Builder Finance Banking Assistant providing support to Relationship Managers and handling customer requests. Duties include preparing documents, maintaining records, and assisting with service transactions.
About the role
- Director of Client Service Management working with Fidelity to support next-generation transfer agent operations. Building client relationships and improving operational health through strategic oversight and collaboration.
Responsibilities
- 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
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