What are the responsibilities and job description for the Director, Client Service Manager position at Soteriare?
Director, Client Service Manager
Apply locations : Covington, KY; Boston, MA; Westlake, TX; Merrimack, NH; Smithfield, RI
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
Time type : Full time | Posted on : Posted Yesterday | Job requisition id : 2104348
Job Description : The Role
You will be the primary Fidelity client service contact for Defined Contribution and emerging Workplace products for some of Fidelity’s largest institutional clients. As the main contact, you collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients. The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity’s offering. You will work closely with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.
The Team
The Strategic Defined Contribution CSM organization provides record keeping to nearly 300 clients representing more than $1.5 trillion assets under administration and 11 million participants. Our clients view us as a trusted partner who demonstrates expertise in client services, specializes in workplace benefits and uses the power of Fidelity’s community to generate greater well-being for strategic market clients.
The Expertise You Bring
- 8-12 years of experience within the financial service industry with client facing expertise
- Demonstrated understanding of Defined Contribution and / or Workplace Benefits (e.g., Defined Benefit, Health & Welfare, Health Savings Account) plan administration
- Bachelor’s degree or equivalent work experience
- FINRA licenses permitted but not required
The Skills You Bring
The Value You Deliver
Travel
Location
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Fidelity Investments is an equal opportunity employer.
Certifications : Category :
Client Service Operations
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
About Us
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following :
For roles based in the US : Contact the HR Leave of Absence / Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Ireland : Contact AccommodationsIreland@fmr.com
For roles based in Germany : Contact Accommodationsgermany@fmr.com
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