Client Service Manager

Fidelity(21 days ago)

HybridFull TimeManager$115,507 - $151,411 (estimated)Client Service Operations

About this role

The Team-Based Client Services Manager (CSM) is a client-facing associate in Fidelity’s Client Service Management, Tax Exempt Market (TEM) Plan Services organization responsible for ensuring the operational integrity of tax-exempt retirement plans. The CSM operates within a team-based service model supporting plan-level and participant-level activities across defined contribution, non-qualified, and HSA plans. The role involves coordinating with client decision makers and internal partners to maintain accurate plan recordkeeping and regulatory compliance.

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Required Skills

Client Service
Relationship Management
Recordkeeping
Regulatory Knowledge
Project Management
Problem Solving
Communication
Escalation Management
Training Delivery
Consulting

+2 more

Qualifications

Bachelor's Degree Preferred

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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