Senior/Director, Client Service Manager

Soteria Reinsurance Ltd.; Smithfield (RI); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Fidelity Investments Inc. in Smithfield, RI seeks a Senior/Director, Client Service Manager to lead strategic client service for Defined Contribution and Workplace Benefits.

You will partner with Managing Directors and Product Management to deliver innovative solutions for top institutional clients, and oversee a matrix of partners to maintain service excellence. You bring 8–12+ years of financial services client-facing experience, a Bachelor's degree, and strong leadership,

Qualifications

• 8–12+ years of client service experience in financial services.
• Bachelor’s degree or equivalent work experience.
• FINRA licenses are allowed but not required.
• Ability to navigate a complex matrixed organization.

Responsabilités

• Manage day-to-day record keeping and service for defined strategic market clients.
• Collaborate with 25+ Workplace Investing and Fidelity partners to define scalable solutions.
• Identify and resolve service issues with appropriate business partners.
• Contribute to a Client Service Management strategy to enhance the sponsor experience.

Connaissances

Strategic leadership

Client relationship management

Problem solving

Storytelling / communication

Cross-functional collaboration

Project management

Formation

Bachelor’s degree or equivalent

Outils

Excel

Description du poste

Senior/Director, Client Service Manager### Senior/Director, Client Service ManagerApply: Smithfield, RI: Full time: Posted Today: 2137516**Fidelity will not provide immigration sponsorship for this position.**## ## Job Description: **The Role** You will be the primary Fidelity client service contact for Defined Contribution (e.g., Qualified, Non-Qualified) and Workplace Benefits 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 will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.**The Team**The Strategic Market CSM organization provides record keeping to more than 330 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 plus 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 **The Skills You Bring** * Strong leader with ability to influence and navigate within a highly complicated, matrixed environment* Demonstrated ability to deliver against challenging goals and objectives* Excel in providing proactive consultation to external clients and internal partners* Possess the ability to build relationships with individuals at all levels of the organization* Strong, strategic problem solver and storyteller who can measure the effectiveness of solutions and communicate the value to business partners and clients* Proven track record to provide solutions to complicated issues; a naturally creative problem solver who can work with colleagues and business partners in new and different ways to deliver results* Balance and prioritize multiple, concurrent objectives while meeting or exceeding targets**The Value You Deliver** * 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**T****ravel*** Required – between 10% -15% of the time annuallyFidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:## ## Category:## Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.