You will be the primary Fidelity client service contact for Defined Contribution and Workplace Benefits for some of Fidelity’s largest institutional clients.
Collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients.
Work closely with specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.
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.
Identify, surface, and effectively lead resolution of service issues with appropriate business partners.
Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience.

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

Senior/Director, Client Service Manager

About this role