Client Services Team Lead managing existing client portfolios and ensuring service satisfaction at ServisFirst. Leading client relationship efforts and overseeing team performance.
SF
Hybrid Senior/Director, Client Service Manager
Posted 3 months ago
About the role
- Senior/Director Client Service Manager role at Fidelity handling client service for large institutional clients. Collaborating with multiple teams to enhance workplace benefits and service delivery.
Responsibilities
- 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
- Possess and convey experienced knowledge of workplace products, plan sponsor plan provisions and governing body regulations
- Identify, surface, and effectively lead resolution of service issues (e.g., plan design, participant, risk/compliance) with appropriate business partners
- Understand client service requests and coordinate with internal business partners to effectively scope effort and cost, allocate appropriate resources, define project plan, and deliver against agreed upon timeline
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Client Services Executive managing client queries via phone, live chat, and emails at Glint. Collaborating with cross - functional teams to ensure high customer satisfaction in London.
Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
Client Support Lead providing operational support and mentoring for teams at Zinnia. Liaising with multiple departments to resolve client and production issues.
Client Services Representative responsible for addressing account and transaction inquiries for Moneycorp. Providing exceptional support and communication to enhance customer satisfaction and loyalty.
Senior Specialist at BNY influencing client service through systems integration and business problem - solving. Working with the Salesforce.com ecosystem and guiding less experienced analysts.
Client Services Manager responsible for client account success and campaign performance optimization. Working at Ogury, a global adtech company revolutionizing persona - based strategies.
Client Services Supervisor managing team dynamics while enhancing customer interactions at an independent beauty distributor based in Northbrook, Illinois.
Senior/Director managing client service for Fidelity's institutional clients in Defined Contribution and Workplace Benefits. Collaborating with service teams to uphold contractual commitments and implement innovative solutions.
Client Service Representative providing exceptional support for international clients in B2B technology services. Requires fluent French and English in a hybrid work model.