Top 297 Service transition manager Jobs in Cincinnati, Oh

Client Service Manager
Fidelity Investments —Covington, KY
- $66,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Loan repayment program
- Health insurance
1d
Operations Manager
Moving Ahead Services —Cincinnati, OH
- $65,000 - $110,000 a year
- Full-time
- Bilingual
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
8d
Transition Coordinator - Part Time - Hamilton County
CareStar, Inc. —Cincinnati, OH
- Part-time
- 18 years or older
- Experience working with individuals with disabilities
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
HealthVine RN Care Manager
Cincinnati Children's Hospital —Cincinnati, OH
- $81,723.20 - $104,208.00 a year
- Full-time
- Nursing
- RN License
- HIPAA
5d
Transfer Center RNIII or RNIV
Cincinnati Children's Hospital —Cincinnati, OH
- $39.29 - $56.10 an hour
- Full-time
- Nursing
- RN License
- Hospital
Brownfield Program Administrative Specialist
Tetra Tech —Cincinnati, OH
- $50 - $70 an hour
- Part-time
- Background check
- Clean driving record
- Office
- Health insurance
- 401(k)
Manager Client Solutions Sr
Acosta —Cincinnati, OH
- $72,600 - $90,800 a year
- Full-time
- Microsoft Outlook
- Business development
- Bachelor's degree
Quick Apply
Social Worker Care Manager - Clermont Hospital
Mercy Health —Batavia, OH
- Master of Social Work
- Hospital
- BLS Certification
- Health savings account
- Disability insurance
Commercial Roofing Sales Estimator
Division 7 Roofing —West Chester Township, OH
- $80,000 - $110,000 a year
- Full-time
- Clean driving record
- Construction site
- Mid-level
- Fuel card
- Paid holidays
Quick Apply
Sales Engineering and Project Manager
ReFlex: Recruiting Flexibility —Walton, KY
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- In-person
- Health insurance
- Dental insurance
Quick Apply
Accountant-Job Cost
Baker Concrete Construction —Monroe, OH
- Microsoft Excel
- Basic math
- Research
Telehealth Psychiatrist
Personalized Health Partners —Blue Ash, OH
- Full-time
- Remote
- Medicine
- Psychiatry
- Senior level
Quick Apply
Site Acquisition Specialist
Ledcor —Cincinnati, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Construction site
Community Behavioral Health Manager
ABS Transitions —West Chester, OH
- $40,000 - $50,000 a year
- Full-time
- Applied behavior analysis
- Adults
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
Senior Payroll Specialist
Skillcloud HCM —Cincinnati, OH
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Analysis skills
- Paid time off
Quick Apply
Retail Co-Store Manager
Ollies Bargain Outlet, Inc. —Forest Park, OH
- Weekends as needed
- Inventory management
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Clinical Care Transition Specialist / Registered Nurse - Cincinnati
Option Care Health —Cincinnati, OH
- $80,773.80 - $134,630.48 a year
- Full-time
- RN License
- Hospital
- Computer literacy
- Health savings account
- Health insurance
Junior Technical Analyst (Mainframe)
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Word processing
- System design
- Research
Senior, POS Operations
Macy’s —Mason, OH
- $68,200 - $113,600 a year
- Full-time
- 5 years
- Analysis skills
- Presentation skills
- Store discount
- Paid holidays
7d
Health Plan Care Manager (RN or LSW)
CommuniCare Advantage —Cincinnati, OH
- Full-time
- Nursing
- RN License
- Mid-level
Quick Apply

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Client Service Manager

Fidelity Investments -
Covington, KY

Apply Now

Job Details

Full-time
$66,000 - $125,000 a year
1 day ago

Benefits

Loan repayment program
Health insurance
Tuition reimbursement
Paid time off
Parental leave
403(b)

Qualifications

Decision making

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Team-Based Client Services Manager (CSM) is part of the Client Service Management, Tax Exempt Market (TEM) Plan Services organization and is a key client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC, NQ, and HSA plans.

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 focus on day-to-day resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes. They coordinate and prioritize the efforts of the internal operational service team, Managing Directors, aligned CSMs and back-office processing groups. This role supports clients in a team service model so the Team-Based CSM provides both Plan-Level (CSM) and Participant-Level (CSA) expertise and support to Tax Exempt plan administrators. There is no aligned book of business for this role.

The CSM may be primarily phone-based, primarily email/XTRACs-based, or a hybrid depending on business needs and skillset of the associate. Our hours of operation are 8:00AM - 7:00PM ET.

Primary Responsibilities

Respond to client phone calls and emails related to participant-level issues
For Team-Based CSM clients, submit projects for plan-level changes/enhancements (AE, AIP, EDT, OLE, eCertify Hardships, etc.)
Provide PSW/SCP training and support to clients
Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client requests and escalations are responded to timely
Respond timely to internal requests (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
Consult with clients regarding legal ramification of not complying with NDT results
Assist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)
Serves as operational consultant during client on boarding for new Implementations and corporate actions
Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes

Education and Experience

Bachelor's degree preferred
5-10 years of relevant experience, preferably with 5 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
Relationship professionals
Impacts organization through mentoring and coaching of others
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, NQ plans, products and application
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 project manage, 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

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $66,000-125,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Refine Your Search

service transition manager jobs in cincinnati, oh

Client Service Manager

Operations Manager

Transition Coordinator - Part Time - Hamilton County

HealthVine RN Care Manager

Transfer Center RNIII or RNIV

Brownfield Program Administrative Specialist

Manager Client Solutions Sr

Social Worker Care Manager - Clermont Hospital

Commercial Roofing Sales Estimator

Sales Engineering and Project Manager

Accountant-Job Cost

Telehealth Psychiatrist

Site Acquisition Specialist

Community Behavioral Health Manager

Senior Payroll Specialist

Retail Co-Store Manager

Clinical Care Transition Specialist / Registered Nurse - Cincinnati

Junior Technical Analyst (Mainframe)

Senior, POS Operations

Health Plan Care Manager (RN or LSW)

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