Client Service Manager
3 weeks ago
Job Description:The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC, NQ, and HSA plans.The CSM establishes, maintains and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they coordinate and prioritize the efforts of the operational service team including serving as the point of escalation for plan level operational issues. The CSM is responsible for reviewing the plan operations to ensure consistent operations with the plan documentation, regulatory changes and recommending services and solutions based on the Client's and Fidelity's needs as well as creating and delivering the Periodic Service Review.Primary ResponsibilitiesConsults with client regarding plan record keeping and administration best practicesInfluence client towards data quality standards and ideal service utilizationDetermine fit and influence client towards service and process standardization, optimal configuration and ideal service utilizationWeighs costs/benefits as they relate to both client and Fidelity's objectivesObtain formal direction from client from proper authorized requestor as requiredInitiate service changesProvides education/training on service changesReview changes to ensure they were made according to requestConsult with clients regarding legal ramification of not complying with NDT resultsAssist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)Execute on PAECE including delivery of the Record Keeping ReviewParticipates with MD and client in business planning process (development of business plan, RPR and input to year end letter) and executes operational business plan itemsPoint of escalation for operational issues and service recovery effortsServes as operational consultant during client on boarding for new Implementations and corporate actionsResponsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changesEducation and ExperienceBachelor's degree preferred5-10 years of relevant experience, preferably with 5 being in defined contributionExperience establishing and maintaining relationships with key client operational decision makersExperience facilitating client interactions (phone, face to face)Skills and KnowledgeDemonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needsMaintain control of situations through appropriate positioning and escalationRelationship professionalsImpacts organization through mentoring and coaching of othersCritical thinkingHave mastered influencing skills and active listeningTop notch client skillsHas extremely strong consultative skillsTakes control of situations, brings teams together and facilitates problem solvingFeels fully accountable and drives ownershipStrong regulatory knowledge of 401 (k) and defined contribution plans, NQ plans, products and applicationAbility to be a leader in a team environment, demonstrates the ability to get things done; demonstrates confidence in building a case with a successful outcome; and proven ability and success in identifying issues, identify solutions and determine and act upon best solutionDemonstrated ability to negotiate with clients and all business partnersAbility to manage a book of dedicated clients and prioritize efforts to meet the needs of client and firmTechnical and operations knowledgeAbility to project manager, set priorities, meet goals and deadlinesUse of judgment and ability to influence and execute strategies with clientsCustomer service oriented, including the ability to represent firm in post-sale meetings and ongoing relationshipMicrosoft Office applications are a plusCertifications:Category:Client Service OperationsFidelity'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.
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Client Service Manager
2 weeks ago
Roanoke, United States Fidelity Investments Full timeJob Description:The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC,...
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Client Service Manager
1 week ago
Roanoke, United States Fidelity Investments Full timeJob Description: The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC,...
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Client Services Associate
3 weeks ago
Roanoke, United States The Richmond Group Full timeAre you a detail-oriented administrative professional looking for an opportunity to support a thriving advisory team? In your next role, you will become an integral part of our team, managing office administration and directly supporting our advisors in Roanoke, VA. The Richmond Group USA (TRG) is seeking a Client Services Associate to join a close-knit...
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Client Services Associate
3 weeks ago
Roanoke, United States The Richmond Group Full timeAre you a detail-oriented administrative professional looking for an opportunity to support a thriving advisory team? In your next role, you will become an integral part of our team, managing office administration and directly supporting our advisors in Roanoke, VA. The Richmond Group USA (TRG) is seeking a Client Services Associate to join a close-knit...
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Client Services Associate
3 weeks ago
Roanoke, United States The Richmond Group USA Full timeAre you a detail-oriented administrative professional looking for an opportunity to support a thriving advisory team? In your next role, you will become an integral part of our team, managing office administration and directly supporting our advisors in Roanoke, VA.The Richmond Group USA (TRG) is seeking a Client Services Associate to join a close-knit team,...
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Client Relationship Manager
2 weeks ago
Roanoke, Virginia, United States Edward Jones Full timeOverview of the RoleThe Client Relationship Manager, also known as a Branch Office Administrator, is an essential member of our team at Edward Jones. This role requires strong relationship-building skills and the ability to work independently in a deadline-driven environment.About UsWe are a Fortune 500 company with over 8 million clients and 19,000...
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Manager of Field Services
4 months ago
Roanoke, United States Virginia Transformer Corp Full timeVirginia Transformer and Georgia Transformer Corp., is “the engineering firm that makes transformers.”We are the largest US-owned manufacturer of electric transformers in North America and have been helping to secure the reliability and resilience of our country’s electric grid for more than 50 years. We produce power transformers for any conceivable...
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Environmental Services Field Project Manager
2 weeks ago
Roanoke, Virginia, United States Montrose Environmental Group, Inc. Full timeAbout the OpportunityMontrose Environmental Group, Inc. is seeking an experienced Environmental Services Field Project Manager to join our team. As a key member of our stack testing team, you will be responsible for managing logistics, coordinating with clients and regulatory contacts, and ensuring the successful execution of site-specific stack programs.Key...
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Field Service Project Manager
3 months ago
Roanoke, United States Hepaco Full timeHepaco, a Clean Harbors company is the leading provider of environmental, energy and industrial services throughout the United States, Canada, Mexico and Puerto Rico. Everywhere industry meets environment, Clean Harbors is on-site, providing premier environmental, energy and industrial services. We are solving tough problems through innovation and proven...
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Field Service Project Manager
5 months ago
Roanoke, United States Clean Harbors Full timeHepaco, a Clean Harbors company is the leading provider of environmental, energy and industrial services throughout the United States, Canada, Mexico and Puerto Rico. Everywhere industry meets environment, Clean Harbors is on-site, providing premier environmental, energy and industrial services. We are solving tough problems through innovation and proven...
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Manager
4 weeks ago
Roanoke, United States Brown Edwards Full timeDescription A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to a diverse clientele. With a firm-wide staff of approximately 450 professionals, our accounting firm is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. We support individuals and businesses ranging from small...
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Customer Service
2 weeks ago
Roanoke, United States Charles Schwab Full timeYour opportunity START DATE: January 6, 2025 At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Client Banking Services Professional, you are at the forefront of the client experience, delivering outstanding...
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Service Manager
3 weeks ago
Roanoke, United States Berglund Automotive Full timeBerglund Automotive is a leading automotive dealership group with 10 locations, representing 20 different automotive brands throughout Southwest and Central Virginia. With a strong commitment to customer satisfaction, we provide a wide range of new and used vehicles, as well as exceptional service and repair options. Our dedicated team strives to create a...
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Technology Alignment Manager
1 month ago
Roanoke, United States Insight Global Full timePosition Summary:On-Site PC Services (OSPC) is seeking an experienced and detail-oriented Technology Alignment Manager (TAM) to help clients optimize their technology environments. As part of a proven framework for MSP success, the TAM is responsible for aligning clients' technology systems with best practices, driving technology strategies, and supporting...
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Caregiver
2 weeks ago
Roanoke, Alabama, United States Youth Consultation Service Full timeJob DescriptionDedicated. Compassionate. Inspiring. Rewarding.At Youth Consultation Service, we are devoted professionals who have a passion for helping children, adolescents, and adults with intellectual and/or developmental disabilities.We are currently hiring for a Personal Assistant to provide quality daily care in our Sawtelle Pamela Program in Randolph...
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Restricted Stock Services Analyst
4 weeks ago
Roanoke, United States Fidelity Investments Full timeJob Description: The Role The Brokerage Operations Associate is a member of the Restricted Stock Services team. You will be primarily responsible for assisting our clients (brokerage firms and investment advisors) in selling restricted / control securities for their client's pursuant to Securities and Exchange Commission guidelines and insider trading rules,...
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Environmental Services Project Manager
1 month ago
Roanoke, Virginia, United States Clean Harbors Full timeHepaco, a Clean Harbors company, is a leading provider of environmental, energy, and industrial services. Our mission is to solve tough problems through innovation and proven methodology. We're seeking an experienced Environmental Services Project Manager to join our team in Roanoke, VA.Key Responsibilities: Lead and manage projects in the region, ensuring...
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Sales Manager
4 weeks ago
Roanoke, United States Hotel Roanoke & Conference Center Full timeAbout Us: At Pyramid Global Hospitality, people come first. As a company that values its employees, Pyramid Global Hospitality is dedicated to creating a supportive and inclusive work environment that fosters diversity, growth, development, and wellbeing. Our commitment to a People First culture is reflected in our approach to employee development, employee...
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Sales Manager
3 weeks ago
Roanoke, United States Hotel Roanoke & Conference Center Full timeAbout Us: At Pyramid Global Hospitality, people come first. As a company that values its employees, Pyramid Global Hospitality is dedicated to creating a supportive and inclusive work environment that fosters diversity, growth, development, and wellbeing. Our commitment to a People First culture is reflected in our approach to employee development, employee...
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Wealth Management Expert
1 week ago
Roanoke, Texas, United States Charles Schwab Full timeWe are seeking a highly skilled Wealth Consultant to join our team at Charles Schwab, located in the Westlake area. This is a unique opportunity to work with high-net-worth clients and provide comprehensive guidance on their financial planning and investment strategies.Job SummaryThis role requires a strong background in wealth management, with experience in...
