Jobs in the United States

25+ jobs

Save this search

Added just now
Kitchen Supervisor - Gas South Arena
PROOF OF THE PUDDING
Duluth, GA
Managing time effectively to ensure all BEO/menu items are completed prior to service times and according to recipe guidelines.
Added 2 mins ago
Campus Support Specialist I (South Bay Center, Chula Vista, CA)
NU National University
Chula Vista, CA
…our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click…
Added 2 mins ago
CI
Bilingual Therapist ($10,000 hiring bonus) - Great Beginnings Team
CALM, Inc.
Santa Barbara, CA
- $34 to $52 USD / hour
It’s an amazing time to join us as CALM was just awarded a substantial $694,000 grant from the Department of Health Care Services to implement and scale Child Parent Psychotherapy (CPP)…
Added 2 mins ago
VC
Technology Audit Manager
Verizon Corp Rsrcs Group LLC
Basking Ridge, NJ · Ashburn, VA · Lake Mary, FL
- $84,000 to $161,000 USD / year
Adopt and use self-service data analytics tools (e.g., SQL/BigQuery, Qlik, Alteryx, or similar) and enterprise GenAI assistants, ensuring your use strengthens testing rigor and efficiency…
Added 2 mins ago
Seasonal Associate
Sephora
Poughkeepsie, NY
As a Seasonal Associate, you'll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You'll…
Added 3 mins ago
J
Remote Personal Injury Attorney - Pre-Litigation (AZ barred)
Jobot
Remote, United States
- $120,000 to $160,000 USD / year
…strong case management abilities, sound legal judgment, and a client-focused approach. The successful candidate will manage a diverse caseload, develop effective case strategies, and guide…
Added 4 mins ago
Special Programs Case Manager 1 (Complex Medical Clinical Care Advisor)
Elevance Health
Durham, NC · Anderson Creek, NC · Lumberton, NC · Monroe, NC · Pembroke, NC
Field: This field-based role enables associates to primarily operate in the field, traveling to client sites or designated locations as their role requires, with occasional office…
Added 4 mins ago
II
Account Executive, Personal Lines (Texas Property & Casualty license is required)
InsureOne Insurance Services America LLC
Amarillo, TX
- $60,000 to $67,000 USD / year
…managing renewals, retention efforts, policy changes, and ongoing client needs. The role is responsible for maintaining strong relationships with assigned clients and ensuring appropriate…
Added 5 mins ago
Credentialing Coordinator
Team Member Services
Remote, United States
…established policies and procedures. Prepares and provides client advisory reports, including status reports, expired items reports, and completed file reports to meet contractual time…
Added 5 mins ago
Luxury Leasing Associate
Richman Property Services
Dallas, TX
Are you enthusiastic, community-driven, and ready to be part of our esteemed Signature team? Richman Property Services, Inc. is actively seeking a full-time Signature Lifestyle Specialist…
Added 6 mins ago
A
Quality Lab Associate I
Actalent
Round Lake, IL
- $25 USD / hour
Job Title: QC Lab Associate Job DescriptionThe QC Lab Associate primarily supports QC Microbiology Laboratory operations at a pharmaceutical manufacturing facility in Round Lake, IL. This…
Added 6 mins ago
A
Logistics Specialist
Actalent
Rockville, MD
- $28 to $35 USD / hour
…services and a ClearlyRated Best of Staffing® winner for both client and talent…
Added 6 mins ago
A
Cybersecurity Director
Accenture
Morristown, NJ
- $132,500 to $338,300 USD / year
…point of contact for the project team – often interfacing with client security stakeholders, client business and/or IT stakeholders, Accenture domain experts and other third-party teams as…
Added 9 mins ago
Instructional Designer - Associate Manager
FSG - Cybertek Corp.
TULSA, OK
…learning solutions that support contact center operations, client requirements, and employee performance objectives. You will partner closely with Operations, Quality Assurance, Workforce…
Added 9 mins ago
New York Technology Audit & Advisory Associate Director
Protiviti Inc.
United States
As an Associate Director, you'll take a lead role in strengthening client relationships and providing strategic guidance across complex capital programs and construction projects. You'll…
Added 11 mins ago
AU
Site Supervisor
Allied Universal
New Holland, PA
- $23.31 USD / hour
…dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we…
Added 12 mins ago
B
Fragrance Associate - Part Time
Belk
Valdosta, GA
- Part-time
The Fragrance Advisor drives sales and delivers a positive customer experience by providing excellent service through building client relationships, performing product demonstrations, and…
Added 12 mins ago
B
Fragrance Associate - Part Time
Belk
Tifton, GA
- Part-time
The Fragrance Advisor drives sales and delivers a positive customer experience by providing excellent service through building client relationships, performing product demonstrations, and…
Added 12 mins ago
B
Fine Jewelry Sales Associate - Part Time
Belk
Buford, GA
- Part-time
The Fine Jewelry Associate drives sales and delivers a positive customer experience by providing excellent service through building client relationships and offering expert guidance in…
Added 12 mins ago
B
Fragrance Associate - Part Time
Belk
Tupelo, MS
- Part-time
The Fragrance Advisor drives sales and delivers a positive customer experience by providing excellent service through building client relationships, performing product demonstrations, and…
Added 14 mins ago
Assistant Store Manager
Community Choice Financial Family of Brands
Goose Creek, SC
As an Assistant Store Manager (“ASM”), you will use your customer service and leadership experience to provide a white-glove experience for our customers. Our Assistant Store Managers…
Added 14 mins ago
SS
Assistant Case Manager
Society St. Vincent De Paul Alameda
OAKLAND, CA
- $25 to $27 USD / hour
Communicate relevant client needs, concerns, and service updates to the Case Manager in a timely manner.
Added 15 mins ago
Processing Team Lead
National Healthcare Solutions Group LLC
El Paso, TX
Assured Benefits Administrators, Inc. (ABA) is a full-service third-party administrator, or TPA, providing flexible and fully integrated healthcare administration and management solutions…
Added 15 mins ago
Line Cook - Now Offering A $500 Sign On Bonus! - Cambria Hotel & Convention Center
Houston, TX
…Depending on the brand of hotel, we offer various types of food service from simple buffet breakfasts to plated dinners and banquet events! Our cooks are team players that work with our…
Added 15 mins ago
VR
Veteran Employment Counselor
Vocational Rehabilitation Specialists
Fresno, CA
- $22 to $27 USD / hour
Location: Fresno, CA | Reports to: Lead Employment Specialist | Schedule: Full-time

Fidelity Brokerage Services LLC

Client Service Manager

Covington, KY, United States

Apply About employer

Applications open in a new tab.

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.

Apply About employer

More about this job

Skills

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

Report this job