The Associate CSM operates in a service team environment and is accountable for plan level record ... Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client ...
The Associate CSM operates in a service team environment and is accountable for plan level record ... Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client ...
The Associate CSM operates in a service team environment and is accountable for plan level record ... Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client ...
The Associate CSM operates in a service team environment and is accountable for plan level record ... Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client ...
Client Service Associate
$14 - $19.25/hr
lient Service Associate Client Service Associates provide exceptional service to our clients and ... and civil partnership/union status, pregnancy, veteran or military service status, genetic ...
Client Service Associate
$14 - $19.25/hr
lient Service Associate Client Service Associates provide exceptional service to our clients and ... and civil partnership/union status, pregnancy, veteran or military service status, genetic ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
lient Service Associate Client Service Associates provide exceptional service to our clients and ... and civil partnership/union status, pregnancy, veteran or military service status, genetic ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
lient Service Associate Client Service Associates provide exceptional service to our clients and ... and civil partnership/union status, pregnancy, veteran or military service status, genetic ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
lient Service Associate Client Service Associates provide exceptional service to our clients and ... and civil partnership/union status, pregnancy, veteran or military service status, genetic ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
lient Service Associate Client Service Associates provide exceptional service to our clients and ... and civil partnership/union status, pregnancy, veteran or military service status, genetic ...
Associate Client Service Manager - Personal Lines
$35.70K - $48K/yr
In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner. Secures ...
Associate Client Service Manager - Personal Lines
$35.70K - $48K/yr
In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner. Secures ...
Client Development Associate INKY
$65K - $70K/yr
WWT combines the power of strategy, execution and partnership to accelerate digital ... Associate degree required. * 1--2 years of experience in Client/Sales Development in the IT ...
Client Development Associate INKY
$65K - $70K/yr
WWT combines the power of strategy, execution and partnership to accelerate digital ... Associate degree required. * 1--2 years of experience in Client/Sales Development in the IT ...
Client Development Associate - IN/KY
$65K - $70K/yr
WWT combines the power of strategy, execution and partnership to accelerate digital ... Associate degree required. * 1--2 years of experience in Client/Sales Development in the IT ...
Client Development Associate - IN/KY
$65K - $70K/yr
WWT combines the power of strategy, execution and partnership to accelerate digital ... Associate degree required. * 1--2 years of experience in Client/Sales Development in the IT ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate 2
$12.50 - $17.25/hr
... TDOE client and internal PCG teams to improve user experience and system adoption. This role ... Partner with internal teams to track progress of escalated issues and communicate updates to users.
Client Service Associate 2
$12.50 - $17.25/hr
... TDOE client and internal PCG teams to improve user experience and system adoption. This role ... Partner with internal teams to track progress of escalated issues and communicate updates to users.
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Client Service Associate We are looking for someone who thrives in a welcoming, customer service ... Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so ...
Associate Client Partner information
What are the key skills and qualifications needed to thrive as an Associate Client Partner, and why are they important?
To thrive as an Associate Client Partner, you need a solid understanding of client relationship management, business development, and consultative sales, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software, data analytics tools, and project management systems is typically expected. Strong interpersonal communication, problem-solving abilities, and a client-focused mindset help individuals excel in this role. These skills and qualities are crucial for building lasting client partnerships, driving business growth, and ensuring client satisfaction.
What are the main challenges Associate Client Partners typically face when managing client relationships?
Associate Client Partners often encounter the challenge of balancing client expectations with the company's capabilities and resources. Navigating complex stakeholder dynamics, ensuring timely communication, and proactively addressing issues before they escalate are key aspects of the role. Additionally, they must stay updated on industry trends to provide strategic insights and value to clients while collaborating closely with internal teams like sales, marketing, and delivery. Successfully overcoming these challenges requires strong interpersonal skills, adaptability, and a solutions-oriented mindset.
What is an Associate Client Partner?
An Associate Client Partner is a professional who supports and manages client relationships for a company, often acting as a liaison between the client and internal teams. Their main responsibilities include understanding client needs, facilitating communication, and ensuring the successful delivery of products or services. They also assist in developing strategies to grow client accounts and help resolve any issues that arise. Typically, this role is found in industries like consulting, technology, and marketing, and serves as a stepping stone to more senior client partner positions.
What does an associate partner do?
An associate client partner is responsible for managing client relationships, understanding their needs, and ensuring the delivery of services or solutions that meet those needs. They often coordinate with internal teams, develop strategic plans, and work to grow the client account, requiring strong communication and relationship management skills.
What is the difference between Associate Client Partner vs Account Manager?
| Aspect | Associate Client Partner | Account Manager |
|---|---|---|
| Required Credentials | Bachelor's degree, experience in client management, industry-specific knowledge | Bachelor's degree, customer service or sales experience |
| Work Environment | Collaborates with sales, marketing, and client teams; strategic focus | Manages client accounts, handles day-to-day client interactions |
| Employer & Industry Usage | Used in consulting, technology, and professional services firms | Common across various industries including tech, finance, and retail |
| Search & Comparison Intent | Understanding strategic client roles, career progression | Managing client relationships, sales growth |
The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.
What job categories do people searching Associate Client Partner jobs in Kentucky look for? The top searched job categories for Associate Client Partner jobs in Kentucky are:
What cities in Kentucky are hiring for Associate Client Partner jobs? Cities in Kentucky with the most Associate Client Partner job openings:
Full-time
Retirement
Posted 3 days ago
Fidelity Investments rating
8.7
Based on 264 frontline employees who took The Breakroom Quiz
14th of 138 rated financial services
Job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position
The Associate Client Service 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. The Associate CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to the Tax Exempt Small Market segment and divisional church plans who use the Simplified Contribution Platform (SCP), for example Church Pension Group. The Tax Exempt Small Market consists of 7,000 clients, totaling $21B in assets.
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 coordinate and prioritize the efforts of the operational service team including serving as the point of escalation for plan level operational issues. This role supports clients in a 'pooled' service model so the CSM provides both Plan-Level (CSM) and Participant-Level (CSA) support to customers. There is no aligned book of business for this role.
This will be a primarily phone-based role, typically taking 10-20 inbound calls from plan administrators per day, depending on the time of year (ex: volume will be higher during year end). Service requests, emails, projects, and other responsibilities will fill in the downtime in between calls. Our hours of operation are 8:00AM - 6:00PM ET.
Primary Responsibilities
Education and Experience
Skills and Knowledge
Certifications:
Category:
Client Service
Please 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.
Note: Fidelity will not provide immigration sponsorship for this position
The Associate Client Service 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. The Associate CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to the Tax Exempt Small Market segment and divisional church plans who use the Simplified Contribution Platform (SCP), for example Church Pension Group. The Tax Exempt Small Market consists of 7,000 clients, totaling $21B in assets.
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 coordinate and prioritize the efforts of the operational service team including serving as the point of escalation for plan level operational issues. This role supports clients in a 'pooled' service model so the CSM provides both Plan-Level (CSM) and Participant-Level (CSA) support to customers. There is no aligned book of business for this role.
This will be a primarily phone-based role, typically taking 10-20 inbound calls from plan administrators per day, depending on the time of year (ex: volume will be higher during year end). Service requests, emails, projects, and other responsibilities will fill in the downtime in between calls. Our hours of operation are 8:00AM - 6:00PM ET.
Primary Responsibilities
- Respond to TEM Small Market and SCP client phone calls related to plan and participant-level issues
- Respond to client emails regarding the Simplified Contribution Platform
- For Tax Exempt Small Market clients, submit projects for plan-level changes/enhancements (roth, loans, hardship, etc.)
- Provide PSW/SCP training and support to clients
- Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client escalations are responded to timely
- Respond timely to internal requests for TEM Small Market clients (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
- Performs recurring tasks (reporting, fees, etc) in support of Third Party Administrators for TEM Small Market clients
- Assist the CSM Work Group Leaders and Manager with special projects and management routines
- The Associate CSM will be cross trained to support TEM Core and TEM Large Market clients as volume demands (during year end, etc)
Education and Experience
- Bachelor's degree preferred
- 3-5 years of relevant experience, preferably with 2 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
- 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,
- 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 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
Certifications:
Category:
Client Service
Please 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.
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