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SEC Client Support Manager
Apply locations Kingswood Fields Office Time Type: Full time Posted On: Posted 2 Days Ago Time Left to Apply: End Date: January 28, 2025 (30+ days left to apply) Job Requisition ID: J54096 About the Opportunity
Job Type: Permanent Application Deadline: 28 January 2025 Title: Client Support Manager Department: GPS Service Excellence Centre Location: Kingswood Reports To: Client Support Senior Manager Level: Manager Fidelity International offers world-class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology, and service innovation needed to help our clients achieve their financial goals. Our people are passionate, engaged, smart, and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful, and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first. Find out more about what we do, our history, and how you could be a part of our future at
www.fidelityrecruitment.com/europe/about-us . About Your Team
Within GPS Distribution Service and Support, the Service Excellence Centre is a multi-channel department that consists of three main functions: Client Support, Client Enablement, and Change and Governance. We promote a culture of inclusion, collaboration, empowerment, and delivery. The Client Support function works with new and existing clients, internal stakeholders, and third parties to deliver scalable service and support that is consistently of the highest quality, utilizing industry best practices. The Client Enablement function’s primary focus is to produce reporting for clients, internal stakeholders, and third parties, focusing on a consistent and high-quality delivery. The Change and Governance function facilitates employees solving their daily challenges and breaking down silos. We provide the framework for continuous improvement, collaborating initiatives in the pursuit of excellent client service. About Your Role
The purpose of the Client Support team is to provide support to our internal stakeholders, external clients, and third parties. The team is responsible for support on new business acquisitions and business retention, supporting client & consultant site visits and pitches, and capacity and pipeline oversight for new business, client-driven change, and business retention activity. The team is multi-channel/product, encompassing WI, FAS, Invest@Work, and Stock Plan Services. About You
Key Responsibilities
Working closely with the Sales team to identify new opportunities and maximize existing opportunities, whilst supporting their understanding of FIL’s operational framework and landscape. End-to-end support of the sales and intake process, from preparation of due diligence questionnaires & RFPs for prospective clients, advisors & consultants, through the pitch and site visit process, to pipeline management & detailed requirement gathering and handover to the Implementation Project Manager or Account Management team. Ability to assess and review new business opportunities by evaluating trend data, contribution flows, and existing assets to transfer to FIL, researching firms to ensure a tailored sales process. Build relationships with external benefit consultants and clients to maximize successful new business opportunities. Support the existing client Relationship Director team with client rebid and retention proposals. Supporting clients with any information requests, ensuring that answers clearly respond to the query. Facilitate client audits, acting as the face of FIL and subject matter expert, utilizing the Client Enablement and Service Delivery Support teams to fulfill requests. Walking auditors, clients, advisors, and consultants through our operational processes and control framework. The ability to quickly analyze and absorb information to produce a quality client-focused response that meets the required internal controls and governance. Liaising with internal and external stakeholders regarding timescales and deliverables, taking into account client requirements alongside operational processes. Working alongside internal teams to improve the process and data quality of future submissions. Utilizing and improving the Q&A repository, including controls and governance to ensure that the information remains valid. Working closely with the Propositions team to define and develop self-serve capabilities via the employer portal. Lead by example by demonstrating positive behaviors, proactively helping other team members, collaborating with other FIL teams, mentoring/coaching, assisting in introducing and embedding culture change from the Pecan program. Competencies (Compulsory)
Minimum of 4 years DB/DC Pensions Administration experience. Strong knowledge of pension regulations and legislation. Excellent communication, particularly written, and listening skills. Strong attention to detail. Strong interpersonal, negotiation, and people skills. Client-facing experience. Awareness of project management and process improvement methodologies. Ability to identify and explain the impact of their actions and the customer needs within the role. An understanding of the risk control functions and regulatory aspects of the process. Advanced understanding of MS Office including PowerPoint. Able to make data-driven recommendations. Competencies (Preferred)
Project Management experience. Strong understanding of the FIL services provided, our products and services and is able to evidence use of this to shape decisions. Professional qualifications would be an advantage (e.g. APMI, ACII, FPC, QPA, CF1, FA2). Has the ability to guide and explain the customer journey. Feel Rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working, and how you could build your future here, visit
careers.fidelityinternational.com.
#J-18808-Ljbffr
Apply locations Kingswood Fields Office Time Type: Full time Posted On: Posted 2 Days Ago Time Left to Apply: End Date: January 28, 2025 (30+ days left to apply) Job Requisition ID: J54096 About the Opportunity
Job Type: Permanent Application Deadline: 28 January 2025 Title: Client Support Manager Department: GPS Service Excellence Centre Location: Kingswood Reports To: Client Support Senior Manager Level: Manager Fidelity International offers world-class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology, and service innovation needed to help our clients achieve their financial goals. Our people are passionate, engaged, smart, and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful, and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first. Find out more about what we do, our history, and how you could be a part of our future at
www.fidelityrecruitment.com/europe/about-us . About Your Team
Within GPS Distribution Service and Support, the Service Excellence Centre is a multi-channel department that consists of three main functions: Client Support, Client Enablement, and Change and Governance. We promote a culture of inclusion, collaboration, empowerment, and delivery. The Client Support function works with new and existing clients, internal stakeholders, and third parties to deliver scalable service and support that is consistently of the highest quality, utilizing industry best practices. The Client Enablement function’s primary focus is to produce reporting for clients, internal stakeholders, and third parties, focusing on a consistent and high-quality delivery. The Change and Governance function facilitates employees solving their daily challenges and breaking down silos. We provide the framework for continuous improvement, collaborating initiatives in the pursuit of excellent client service. About Your Role
The purpose of the Client Support team is to provide support to our internal stakeholders, external clients, and third parties. The team is responsible for support on new business acquisitions and business retention, supporting client & consultant site visits and pitches, and capacity and pipeline oversight for new business, client-driven change, and business retention activity. The team is multi-channel/product, encompassing WI, FAS, Invest@Work, and Stock Plan Services. About You
Key Responsibilities
Working closely with the Sales team to identify new opportunities and maximize existing opportunities, whilst supporting their understanding of FIL’s operational framework and landscape. End-to-end support of the sales and intake process, from preparation of due diligence questionnaires & RFPs for prospective clients, advisors & consultants, through the pitch and site visit process, to pipeline management & detailed requirement gathering and handover to the Implementation Project Manager or Account Management team. Ability to assess and review new business opportunities by evaluating trend data, contribution flows, and existing assets to transfer to FIL, researching firms to ensure a tailored sales process. Build relationships with external benefit consultants and clients to maximize successful new business opportunities. Support the existing client Relationship Director team with client rebid and retention proposals. Supporting clients with any information requests, ensuring that answers clearly respond to the query. Facilitate client audits, acting as the face of FIL and subject matter expert, utilizing the Client Enablement and Service Delivery Support teams to fulfill requests. Walking auditors, clients, advisors, and consultants through our operational processes and control framework. The ability to quickly analyze and absorb information to produce a quality client-focused response that meets the required internal controls and governance. Liaising with internal and external stakeholders regarding timescales and deliverables, taking into account client requirements alongside operational processes. Working alongside internal teams to improve the process and data quality of future submissions. Utilizing and improving the Q&A repository, including controls and governance to ensure that the information remains valid. Working closely with the Propositions team to define and develop self-serve capabilities via the employer portal. Lead by example by demonstrating positive behaviors, proactively helping other team members, collaborating with other FIL teams, mentoring/coaching, assisting in introducing and embedding culture change from the Pecan program. Competencies (Compulsory)
Minimum of 4 years DB/DC Pensions Administration experience. Strong knowledge of pension regulations and legislation. Excellent communication, particularly written, and listening skills. Strong attention to detail. Strong interpersonal, negotiation, and people skills. Client-facing experience. Awareness of project management and process improvement methodologies. Ability to identify and explain the impact of their actions and the customer needs within the role. An understanding of the risk control functions and regulatory aspects of the process. Advanced understanding of MS Office including PowerPoint. Able to make data-driven recommendations. Competencies (Preferred)
Project Management experience. Strong understanding of the FIL services provided, our products and services and is able to evidence use of this to shape decisions. Professional qualifications would be an advantage (e.g. APMI, ACII, FPC, QPA, CF1, FA2). Has the ability to guide and explain the customer journey. Feel Rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working, and how you could build your future here, visit
careers.fidelityinternational.com.
#J-18808-Ljbffr
