The Client Services Manager (CSM) demonstrates strong client consulting skills and deep knowledge of Health and Welfare plan provisions, regulatory, compliance and client provisional nuances.
CSM serves as the recordkeeping services plan expert and primary communication point for clients regarding their Health and Welfare record keeping services, including client and participant user interfaces.
Proficient leadership skills consistently demonstrating the ability to get things done; taking initiative to identify service enhancements and process improvements with sound business judgement demonstrating confidence in building a case with a successful outcome.
Ability to influence, negotiate and complete strategies with internal and external customers.
Develop and maintain strong influential business relationships with key staff at the client and with internal team members.
Accountable for management of administration to perform to standards or performance guarantees.
Raising and actively participating in the resolution of service issues.

BS or BA required; MBA preferred
CEBS Certification desired
5
7 years of Health and Welfare benefits administration, outsourcing administration, or relevant experience
8
10 years of experience with client interaction

Fidelity is not providing immigration sponsorship for this position.
Must lead productivity improvements associated with servicing the assigned relationships.
Effective organizational, time management, facilitation and prioritization skills.
Ensure high quality and timely delivery of record keeping services.
Delivering timely training or communication to business partners.

Director, Client Service Management

Key skills