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Added 6 mins ago
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Engineer/Architect I Flex (Eng Assistant I – Eng/Arch I)
City & Borough of Juneau
Juneau, AK
- $37 to $59.07 USD / hour
…civil construction projects? If so, this Engineering Project Manager position with the CBJ Engineering Department is for you. This position is a flex position which creates a career path to…
Added 8 mins ago
Registered Wealth Service Associate
Citigroup
O'Fallon, MO
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily…
Added 17 mins ago
Sales Coordinator, Designer RTW, Bergdorf Goodman
Saks
New York, NY
A New York landmark since 1901, Bergdorf Goodman represents the global pinnacle of style, service and modern luxury. With its rich history of showcasing leading and emerging designers, the…
Added 25 mins ago
AC
RIA Client Service/Operations Manager
Aston Carter
Bellevue, WA
- $75,000 to $85,000 USD / year
Job Title: RIA Client Service/Operations ManagerJob DescriptionA growing wealth management firm in Bellevue, WA is seeking an RIA Client Service and Operations Manager to support client…
Added 43 mins ago
SS
Administrative Generalist
Securitas Security Services USA, Inc.
Dublin, OH
- $25 USD / hour
Processes paperwork for benefits enrollment of new associates per client contracts; monitors assignment of associates to various client sites to ensure continued eligibility of the…
Added 44 mins ago
Talent Acquisition Consultant - Nursing
OhioHealth
Columbus, OH
Executes recruitment lifecycle from hiring manager intake to completion, to include refining job descriptions to attract the right candidates, rapidly dispositioning applicants to discover…
Added 1 hour ago
Home Health Occupational Therapist
Missouri Home Care of Rolla, Inc.
Rolla, MO
…enjoy a better quality of life. You will report the Clinical…
Added 1 hour ago
PL
Personal Injury Case Manager
Pathway Law Firm. PC
Costa Mesa, CA
- $25 to $50 USD / hour
Commitment to Excellence – We hold ourselves to the highest standards in client service and legal representation.
Added 1 hour ago
Environmental Design Associate
Heritage Exposition Services
Phoenix, AZ
At Heritage Exposition Services, we require all team members to uphold our H-Hour Service commitment, ensuring that every client receives the highest quality experience - no exceptions. Our…
Added 1 hour ago
Assistant Store Manager
Michael Kors Retail Inc
Altoona, IA
Assist Store Manager in management and daily operation of the store, including sales, customer service, operations and administration, communication, marketing and merchandising. Ability to…
Added 1 hour ago
Registered Wealth Service Associate
Citigroup
O'Fallon, MO
The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through…
Added 2 hours ago
R
Sales Associate, Full-Time - Bloomingdales Soho
Reformation
NY
- $16 to $25 USD / hour
- Full-time
…between our customers, employees, and the Reformation brand. The Associate will execute all efforts required to achieve individual sales…
Added 2 hours ago
Event Technical Lead, Audio Visual - JW Marriott Las Vegas
Encore Global
Las Vegas, NV
…customer satisfaction. This position reports to an Operations Manager, Operations Director, or Director of Event…
Added 2 hours ago
Event Technical Lead, Audio Visual - Westin Lake Las Vegas
Encore Global
Las Vegas, NV
…customer satisfaction. This position reports to an Operations Manager, Operations Director, or Director of Event…
Added 2 hours ago
Event Technical Lead, Audio Visual - Red Rock
Encore Global
Las Vegas, NV
…customer satisfaction. This position reports to an Operations Manager, Operations Director, or Director of Event…
Added 2 hours ago
Registered Wealth Investment Service Associate
Citigroup Global Markets Inc.
United States
The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily…
Added 2 hours ago
AC
Operations Manager
Aston Carter
Des Moines, IA
- $80,000 to $85,000 USD / year
…ClearlyRated Best of Staffing® Platinum Award winner for both client and talent…
Added 2 hours ago
Associate, Client Relationship Manager
Lido Advisors, LLC
Boca Raton, FL
Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in…
Added 2 hours ago
Financial Advisor - PNC Wealth Management
PNC Wealth Management LLC
Chestnut Hill, MA · Boston, MA
…retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making…
Added 2 hours ago
OC
Full-Time Student Support Case Manager (Non-Clinical)
Ocean County College
Toms River, NJ
- $47,281 to $63,042 USD / year
- Full-time
The Student Support Case Manager serves as a primary point of coordination for students experiencing personal, academic, social, or other challenges that may affect their well-being, access…
Added 2 hours ago
Guest Service Specialist
Mister Car Wash
Modesto, CA
customer service, customer support, retail, retail associate, sales associate, cashier, team member, store associate, front desk, guest service, client service, customer care, sales, inside…
Added 2 hours ago
Guest Service Specialist
Mister Car Wash
Tucson, AZ
customer service, customer support, retail, retail associate, sales associate, cashier, team member, store associate, front desk, guest service, client service, customer care, sales, inside…
Added 2 hours ago
EP
IT Service Student Employee
Electric Power Research Institute
Charlotte, NC
- $16 to $36 USD / hour
Alerts Lead, other Analysts, Service Desk Manager and other IT units as necessary of priority 1 or urgent level incidents and/or requests
Added 2 hours ago
Associate Banker II (East 149th, South Bronx) 30 Hours Preferred Language - Spanish
TD Bank, N.A.
Bronx, NY
Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy
Added 2 hours ago
Associate Banker II (Olney)
TD Bank, N.A.
Olney, MD
Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy

Fidelity Brokerage Services LLC

Client Service Manager

Covington, KY, United States

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Job details

Experience: 5-10 years of relevant experience, preferably with 5 being in defined contribution
Posting language: English
Posted: Nov 2, 2026

Original job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Team-Based Client Services Manager (CSM) is part of the Client Service Management, Tax Exempt Market (TEM) Plan Services organization and is a key client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC, NQ, and HSA plans.

The CSM establishes, maintains, and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they focus on day-to-day resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes. They coordinate and prioritize the efforts of the internal operational service team, Managing Directors, aligned CSMs and back-office processing groups. This role supports clients in a team service model so the Team-Based CSM provides both Plan-Level (CSM) and Participant-Level (CSA) expertise and support to Tax Exempt plan administrators. There is no aligned book of business for this role.

The CSM may be primarily phone-based, primarily email/XTRACs-based, or a hybrid depending on business needs and skillset of the associate. Our hours of operation are 8:00AM - 7:00PM ET.

Primary Responsibilities

Respond to client phone calls and emails related to participant-level issues
For Team-Based CSM clients, submit projects for plan-level changes/enhancements (AE, AIP, EDT, OLE, eCertify Hardships, etc.)
Provide PSW/SCP training and support to clients
Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client requests and escalations are responded to timely
Respond timely to internal requests (COMM items)
Point of escalation for operational issues and service recovery efforts
Obtain formal direction from client from proper authorized requestor as required
Provides education/training on service changes
Review changes to ensure they were made according to request
Consult with clients regarding legal ramification of not complying with NDT results
Assist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)
Serves as operational consultant during client on boarding for new Implementations and corporate actions
Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes

Education and Experience

Bachelor's degree preferred
5-10 years of relevant experience, preferably with 5 being in defined contribution
Experience establishing and maintaining relationships with key client operational decision makers
Experience facilitating client interactions (phone, face to face)

Skills and Knowledge

Demonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needs
Maintain control of situations through appropriate positioning and escalation
Relationship professionals
Impacts organization through mentoring and coaching of others
Critical thinking
Have mastered influencing skills and active listening
Top notch client skills
Has extremely strong consultative skills
Takes control of situations, brings teams together and facilitates problem solving
Feels fully accountable and drives ownership
Strong regulatory knowledge of 403 (b) plans, NQ plans, products and application
Ability to be a leader in a team environment, demonstrates the ability to get things done; demonstrates confidence in building a case with a successful outcome; and proven ability and success in identifying issues, identify solutions and determine and act upon best solution
Demonstrated ability to negotiate with clients and all business partners
Technical and operations knowledge
Ability to project manage, set priorities, meet goals and deadlines
Use of judgment and ability to influence and execute strategies with clients
Customer service oriented, including the ability to represent firm in post-sale meetings and ongoing relationship
Microsoft Office applications are a plus

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client ServicePlease be advised that Fidelity’s 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.

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More about this job

Skills

CSM
Record keeping
PSW
Regulatory compliance
Coaching
Critical thinking
Active listening
Problem solving
Perform project management
Customer service
Securities

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