Client Service Manager - West Valley City, United States - Fidelity Investments

Description

**Client Service Manager**

**Salt Lake City , UT**

****

**Job Description:**

**The Role**

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 Workplace Investing (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**

Bachelors 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. Our people are our greatest asset and differentiate our service offering. They partner with the rest of our service team (Managing Directors, Communication Managers, Financial Analysts) to deliver exceptional service. The CSMs are solutions oriented and create better outcomes for our clients and their employees through proactive engagement optimizing their plan performance. Additionally, they minimize risk to both Fidelity and our plan sponsors through event management routines and operational improvement initiatives.

****

**Certifications:**

****

**Company Overview**

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: *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 Us**

At Fidelity, youll 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. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

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 Leave of Absence/Accommodation Team by sending an email to accommodations , or by calling , prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

*This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.*

**Fidelity benefits that adapt to everything life sends your way**

**Benefits With You in Mind**

Benefits for your whole life thats what youll find at Fidelity.

Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive both in and outside of work.

**Family Programs**

Adoption assistance

Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

**Wellness Programs**

Dependent care flexible spending (FSA)

On-site health & wellness centers

**Retirement Planning**

401(k): pre-tax and/or Roth

**Health & Insurance**

Medical coverage

Dental & Vision coverage

**Education Benefits**

Step Ahead student loan assistance helping you pay down your loans so you can save on interest, with up to $10K in contributions

Tuition reimbursement program

Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.

** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

*** As of March 2019.

**Fidelity is invested in you**

**Committed to Professional Development**

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

**Continuing Education & Training**

Assess, build, and align your development plan through resources like our skill-building classroom and online courses.

Video-based training for technology, leadership, management & more.

Ongoing skills development and coaching opportunities.

Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.

A range of talent development programs to support career mobility.

**Mentoring**

Utilize the skills of experienced leaders to enrich your career.

Dedicated mentors to help you grow into new areas of Fidelitys business as you develop new skills.

An open atmosphere of knowledge sharing and collaboration.

Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

****

**Job Description:**

**The Role**

Responsible for providing the highest levels of customer service on a consiste