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To ensure that FFOS clients receive seamless integration and delivery of products and services, a dedicated Client Service Manager (CSM) is assigned to each client to be a singular point of contact for all day-to-day operational and service needs.
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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
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Fidelity Investments is an equal opportunity employer. We assist companies and non-profit organizations in delivering benefits to their employees. Medicare Advice & Planning Director will demonstrate the ability to effectively lead an experienced high performing team of licensed Medicare Advisors.
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The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the plan.
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Customer Service Manager. The candidate must possess strong customer service skills and expertise in new accounts and consumer lending, as well as proven ability to manage and motivate a branch.
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Senior Reimbursement Account Manager As a Senior Reimbursement Account Manager supporting Fidelity’s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account plan administration.
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Client Service Manager. Fidelity Investments is one of the world's largest providers of financial services. Ability to project manager, set priorities, meet goals and deadlines.
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When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization. Your collaboration within the domain and the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning.
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The Client Service Manager (CSM) supports a book of Registered Investment Advisors (RIAs) that custody their clients assets with Fidelity. Client Service Manager I, II, III.
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