Director of Client Service Management
Director of Client Service Management
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
Fidelity Stock Transfer is looking for a Director of Client Service Manager to be part of an innovative team supporting our next-generation transfer agent operations and west coast client 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.
Responsibilities Include:
Owning the administration of new customer contacts and supporting them throughout their life cycle
Collaborating closely with clients and other business partners to provide direction and insight into Fidelitys 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
Position Requirements:
Proven experience in Financial Service Operations & 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
Note: Fidelity is not providing immigration sponsorship for this position
The Team
We are Fidelity Labs Fidelity Investments in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life building from scratch adapting quickly and moon-shot ambitionwith the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas quickly test them with customers and scale the most promising concepts within an existing business unit or as a new venture. Learn more at .
Certifications:
Category:
Client Service OperationsMost roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Required Experience:
Director
Employment Type
Full-Time
