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Fidelity Investments - Strategic Client Service Manager Resume Example

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Victoria Ramirez
Professional Summary

Accomplished and respected Client service manager with a solid history of achievement in defined contribution operations and client-focused support.  Motivated leaderwith consistently high customer service scores. Areas of expertise include industryexperience, plan sponsor engagement, and prioritization abilities.

  • 15+ years industry experience
  • Client communication and positioning
  • Defined Contribution and Defined Benefit
  • Flexible to different situations
  • Conflict resolution and negotiation
  • Sales support
Strategic Client Service Manager 10/2009 to Present
Fidelity Investments Covington, KY
  • Oversee assets of $6.5 Billion for Strategic Market clients.
  • Manage all projects related to new service implementations, plan additions or removals, and any regulatory updates.
  • Provide consultation and sales support for existing and prospective clients.
  • Cross-product experience managing Defined Contribution and Defined Benefit Plans.
Large Market Client Service Manager 05/2005 to 10/2009
Fidelity Investments Covington, KY
  • Responsible for all operational activities related to my clients' defined contribution plans.
  • Maintained superior customer service scores from internal and external customers.
Work Group Leader 12/1999 to 05/2005
Fidelity Investments Covington, KY
  • Facilitated off-shoring initiative by travelling to India and training operations' associates.
  • Taught new hire classes and served as subject matter expert on new product rollouts.
MBA: Business Administration Dec 2008 Thomas More College - Crestview Hills, KY
Bachelor of Arts: Marketing Dec 1999 University of Cincinnati - Cincinnati, OH
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Resume Details

This is a real resume for a Strategic Client Service Manager in Cincinnati, Ohio with experience working for such companies as Fidelity Investments. This is one of the hundreds of Strategic Client Service Manager resumes available on our site for free. Use these resumes as templates to get help creating the best Strategic Client Service Manager resume.

Previous Companies:

  • Fidelity Investments

Previous Job Positions:

  • Strategic Client Service Manager
  • Large Market Client Service Manager
  • Work Group Leader


  • Thomas More College
  • University of Cincinnati

Level of Education:

  • MBA
  • Bachelor of Arts

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