Director, Client Service Management
About The Position
The Role: Fidelity Stock Transfer is looking for a Director, Client Service Manager to be part of an innovative team supporting our next-generation transfer agent operations and client relationships. In your capacity, you will build a partnering relationship with each of our clients to understand their business needs and the needs of their shareholders. You will strive to advocate for the client and continually improve their operational health. You will assess all raised issues to identify root cause and develop a creative and practical set of solutions while pairing with our new technology and sustaining our passion for excellent customer service.
Requirements
- Proven experience in Financial Service Operations and Client Management
- Knowledge of or experience in: Transfer agent operations SEC regulations Treasury operations or shareholder services of a publicly traded company
- Effective written, verbal and listening skills
- Strong analytic, problem solving and decision-making skills
- Developed project management skills
- Intermediate proficiency with Microsoft Office Suite
- Flexibility in schedule
Responsibilities
- Owning the administration of new client contacts and supporting them throughout their life cycle
- Collaborating closely with clients and other business partners to provide direction and insight into Fidelity’s suite of products and services
- Developing new business opportunities and managing against operational feasibility
- Collaborating and influencing outcomes in a large matrix-managed environment and across multiple and diverse groups
- Participating in architectural system designs to meet client needs
- Complying with regulatory and policy mandates
- Ensuring all procedures are updated to mitigate process risks
- Ensuring the accuracy and timeliness of client requests
- Identifying improvements towards process efficiency and risk mitigation
- Supporting operational processes daily
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
