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Client Service Manager

Company: Fidelity Investments
Location: Covington
Posted on: May 28, 2023

Job Description:

Job Description:
The Role
Do you want to work for a fast paced, growing organization where you can make a difference? Do you thrive on providing outstanding client service? Join us as a Stock Plan Services (SPS) Client Service Manager (CSM) where you will apply a customer obsessed lens for our retail corporate clients in servicing, training, innovating, and resolving operational issues.

  • Responsible for providing the highest levels of customer service on a consistent basis. Resolve sophisticated issues accurately and in a timely manner.
  • Coordinate client driven events such as stock vesting and distributions.
  • Train clients to use the Fidelity client management system and its functionality.
  • Connect with various business partners including Managing Directors, Operations, the broader WI service teams, and the retail phone teams. This includes meetings with the management team to present recommendations and status updates.
  • Daily phone and sometimes face-to-face contact with clients (senior and daily contacts) for resolution of client or their employees issues.
  • Provide recommendations to meet client needs for servicing.
  • Educate clients on how they can harness the full power of Fidelity setting them and their participants up for success.
    The Expertise and Skills You Bring
    • Bachelor s Degree preferred
    • 5+ years of brokerage operations, and service experience and/or equity compensation experience.
    • Client facing experience preferred
    • Your excellent interpersonal, verbal, and written communication skills.
    • Your ability to work well on teams in fast-paced, cross-collaborative environments.
    • You think analytically and deliver solutions to complex challenges.
    • Your proven leadership skills.
    • Your ability to deliver outstanding results quickly and efficiently, applying effective time management skills.
    • Your project management, influencing, and process improvement experience
    • Your intermediate to sophisticated knowledge of Microsoft Office applications (including, but not limited to Word, Excel, One Note and PowerPoint)
      The Team
      Our team of SPS Client Service Managers are passionate about doing what is right for our clients and their employees.\u00A0 Our people are our greatest asset and differentiate our service offering.\u00A0 They partner with the rest of our service team (Managing Directors, Communication Managers, Financial Analysts) to deliver exceptional service.\u00A0 The CSMs are solutions oriented and create better outcomes for our clients and their employees through proactive engagement optimizing their plan performance.\u00A0 Additionally, they minimize risk to both Fidelity and our plan sponsors through event management routines and operational improvement initiatives.Please see below for the salary range for work locations in Colorado only:N/A

      Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:N/A

      Please see below for the salary range for work locations in California only:N/A

      Please see below for the salary range for work locations in Washington only:N/A

      Company OverviewFidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients. -We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to -Find Your Fidelity -at -.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Covington , Client Service Manager, Executive , Covington, Kentucky

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