Director, Client Service Manager

skillventory - A Leading Talent Research Firm

Director, Client Service Manager at Fidelity overseeing client relationships and operational health. Leading a fintech incubator to support innovative transfer agent operations and solutions.

Posted 7/8/2026full-timeSmithfield • New Jersey, Rhode Island, Texas • 🇺🇸 United StatesLead💰 $95,000 - $186,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Service Operations and Client Management, with a strong focus on regulatory compliance, process efficiency, and risk mitigation. Proficient in collaborating with diverse teams to enhance client experiences and operational effectiveness.

Highest-signal resume keywords

Financial Service OperationsClient ManagementTransfer Agent OperationsSEC RegulationsProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Process EfficiencyRisk MitigationAnalytic SkillsProblem SolvingDecision Making

Soft Skills

Effective CommunicationCollaborationInfluencing OutcomesFlexibility

Tools & Technologies

Microsoft Office Suite

Industry Keywords

Treasury OperationsShareholder ServicesRegulatory Compliance

About the role

Key responsibilities & impact

Owning the administration of new client contacts and supporting them throughout their life cycle
Collaborating closely with clients and other business partners to provide direction and insight into Fidelity’s 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

Requirements

What you’ll need

Proven experience in Financial Service Operations and 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
Flexibility in schedule

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources