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Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · Hybrid
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Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · Hybrid
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Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · On-site
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ISEC, Inc.Greenwood Village, Colorado, United States · On-site
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Greenwood Village, Colorado, United States · On-site
$18/hr–$19/hr
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Commerce BankGreenwood Village, Colorado, United States · On-site
$21/hr–$26/hr
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Greenwood Village, Colorado, United States · On-site
$65k–$70k/yr
Title: Field Training Coach State: New Mexico and Texas Reports to: Director of Training Supervises: Single Contributor N/A FLSA: Exempt Department: Training Revision/Creation Date: January 1, 2026 Pay Range: $65,000-$70…
Skills: Training facilitation, Field operations support, Leadership coaching, Performance management, Operational standards
Greenwood Village, Colorado, United States • On-site
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The Associate Client Service Manager is responsible for maintaining operational integrity and managing daily client relationships for the Tax Exempt Small Market segment. This role involves handling inbound calls, coordinating service team efforts, and serving as the primary point of escalation for plan-level operational issues.
Candidates should have 3-5 years of relevant experience, preferably with at least two years in defined contribution plans. A bachelor's degree is preferred, along with strong consultative, communication, and regulatory knowledge regarding 403(b) plans.
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 - 7:00PM ET. We are very interested in finding candidates able to work the 10:30AM - 7:00PM ET shift.
Primary Responsibilities
Education and Experience
Skills and Knowledge
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.
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.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
