Senior/Director, Client Service Manager
3 weeks ago
Senior/Director, Client Service ManagerYou 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 with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.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 Bring8-12+ years of experience within the financial service industry with client facing expertiseDemonstrated 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 experienceFINRA licenses permitted but not requiredThe Skills You BringStrong leader with ability to influence and navigate within a highly complicated, matrixed environmentDemonstrated ability to deliver against challenging goals and objectivesExcel in providing proactive consultation to external clients and internal partnersPossess the ability to build relationships with individuals at all levels of the organizationStrong, strategic problem solver and storyteller who can measure the effectiveness of solutions and communicate the value to business partners and clientsProven 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 resultsBalance and prioritize multiple, concurrent objectives while meeting or exceeding targetsThe Value You DeliverHandle day-to-day record keeping for a defined set of strategic market clients, representing $10-$20 billion record keeping assetsGenerate 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 practicesPossess and convey experienced knowledge of workplace products, plan sponsor plan provisions and governing body regulationsIdentify, surface, and effectively lead resolution of service issues (e.g., plan design, participant, risk/compliance) with appropriate business partnersUnderstand 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 timelineParticipate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experienceSalary GradeSenior, CSM grade 6 or Director, CSM grade 7 based on skills and work experienceTravelRequired between 10% -15% of the time annuallyLocationThis position does have a remote work option if you are not located near a Fidelity locationCategory:Client Service Operations
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Client Services Account Manager
1 week ago
Merrimack, United States Hilb Group Full timeOverview Grow With Us! The Hilb Group is currently seeking a motivated and ambitious Client Services Account Manager to join our team. This is an exciting opportunity to build relationships and service our benefits customers. This position will report to our agency located in Merrimack, NH. The ideal candidate will be motivated to succeed, is well...
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Director, Market Data Services
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Food Service Director
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Manager, Global Client Services
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Merrimack, United States Fidelity Investments Full timeJob Description : Are you interested in building a career focused on Client Management? Can you work collaboratively with colleagues across the globe to help oversee an existing book-of-business? If so, we are excited to speak with you about a Manager, Global Client Services role focused on supporting the retention and growth of Fidelity’s investment...
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Senior Manager, Fiduciary Tax
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Director - FFIO Quality Management
5 days ago
Merrimack, United States Fidelity Investments Full timeDirector - FFIO Quality Management at Fidelity Investments Overview The FFIO Quality Management Director is a new strategic role responsible for the proactive identification of risk and establishment of controls to mitigate gaps in the control environment. This role requires an inquisitive, innovative and thoughtful leader to drive a culture of continuous...
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Director - FFIO Quality Management
3 days ago
Merrimack, United States Soteria Reinsurance Ltd. Full timeDirector - FFIO Quality Management page is loaded## Director - FFIO Quality Managementlocations: Merrimack, NH: Westlake, TXtime type: Full timeposted on: Posted Todayjob requisition id: 2120529## ## Job Description:**The Role**The FFIO Quality Management Director is a new strategic role responsible for the proactive identification of risk and establishment...
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Merrimack, United States Fidelity Investments Full timeJob Description : Join our multifaceted and innovative team as a Vice President of Service Delivery (VPSD) and you will be accountable for overall service delivery across all products for a number of clients! The Expertise We’re Looking For Requires a minimum of 10 years related experience with a proven understanding of the following benefits areas:...
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Senior Manager Trade Operations
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Merrimack, United States Fidelity Full timeSenior Manager, Trade OperationsThe Senior Manager, Trade Operations is responsible for managing day to day operations of the equity settlement team based in Merrimack in markets across the US, Canada, and Latin America region. Reporting locally to the director of trade operations, the senior manager of Equity operations will partner closely with their...
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Director of Dining Services I
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Merrimack, United States Compass Group Full timeDirector Of Dining ServicesThe Director of Dining Services is a key leadership position that is directly responsible for the successful operation of Corporate Dining Services in Merrimack, NH. The Director ensures client, customer service/satisfaction with efficient, cost-effective management that both meets and exceeds stated expectations. The Director is...