Co-op, Associate Client Service Manager

Fidelity Investments
Any Location, KY
Job Description
The Associate Client Service Manager (CSM) role serves as the primary client-facing associate responsible for maintaining the operational integrity of the retirement plan. This role provides frontline customer service support to SCP users and coordinates and prioritizes the efforts of the operational service team.

Requirements

  • Bachelor's degree preferred
  • 2-5 years of relevant experience in a customer service role, preferably a call center
  • Experience building and maintaining relationships with key client operational decision-makers
  • Experience facilitating client interactions via phone or in person
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