Sherri Combs
Director Client Service Manager at Fidelity Investments | Raleigh-Durham-Chapel Hill Area
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Sherri Combs serves as the Director Client Service Manager at Fidelity Investments, where she plays a pivotal role in enhancing the client experience for both Qualified and Non-Qualified 401(k) plans. With a strong focus on service enhancement discussions, Sherri leads initiatives that drive process improvement and elevate service delivery standards. Her expertise in managing annual record-keeping reviews ensures that clients receive accurate and timely information, fostering trust and satisfaction.
In her current role, Sherri oversees plan year-end activities and fee design, ensuring compliance with regulatory requirements while optimizing the financial outcomes for clients. Her responsibilities extend to managing complex projects, including acquisitions and divestitures, where her analytical skills and problem-solving abilities shine. By leveraging her extensive knowledge of mutual funds and employee benefits, Sherri effectively navigates the intricacies of plan compliance, safeguarding the interests of plan participants and sponsors alike.
Sherri’s commitment to excellence is reflected in her proactive approach to client service, where she emphasizes the importance of understanding customer needs and delivering tailored solutions. Her proficiency in tools like Microsoft Outlook and Word further enhances her ability to communicate effectively and manage client relationships. With plan assets totaling more than [insert specific amount], Sherri is dedicated to ensuring that Fidelity Investments remains a trusted partner in the financial well-being of its clients. Through her leadership and expertise, she continues to shape the future of client service in the investment management industry.
Director Client Service Manager at Fidelity Investments in July 1995 to Present
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Operations
Customer Engagement
Organization Skills
Problem Solving
Negotiation
Communication
Customer Experience
Mutual Funds
Process Improvement
Financial Services
Outlook
Microsoft Word
Analysis
Microsoft Office
Team Building
Service Delivery
401k
Retirement Planning
Insurance
Employee Benefits
Customer Service
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Discover more about Fidelity InvestmentsWhat is Sherri Combs email address?
Email Sherri Combs at [email protected] and [email protected]. This email is the most updated Sherri Combs email found in 2026.
What is Sherri Combs phone number?
Sherri Combs phone number is +18175648090 and +13364353837.
How to contact Sherri Combs?
To contact Sherri Combs send an email to [email protected] or [email protected]. If you want to call Sherri Combs try calling on +18175648090 and +13364353837. (updated on October 29, 2024)
What company does Sherri Combs work for?
Sherri Combs works for Fidelity Investments
What is Sherri Combs's role at Fidelity Investments?
Sherri Combs is Director Client Service Manager
What industry does Sherri Combs work in?
Sherri Combs works in the Investment Management industry.
Sherri Combs Email Addresses
Sherri Combs Phone Numbers
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