Senior Client Services Manager - Retirement Plans & DC Ops

Fidelity Investments Inc.; Covington (KY); Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. seeks an experienced Client Services Operations professional in the United States to serve as the main operational contact for benefits administrators, collaborating with service teams and internal partners to evolve Fidelity’s offerings and ensure accurate plan provisions.

The role emphasizes daily review of Defined Contribution, HSA, and Non-Qualified plan administration, maintaining standards and performance guarantees, allocating resources, and addressing service

Formación

• Bachelor’s degree preferred; work experience and strong business acumen required.
• Defined Contribution, Non-Qualified and HSA knowledge and experience required.
• 5+ years of benefits administration, outsourcing administration or retirement experience required.
• 3+ years of client-facing experience highly desired.
• Understanding of 401(k) regulations and their application to plan administration.
• Strong oral and written communication skills.
• Demonstrated ability to manage client issues.
• Interpersonal skills and customer service approach to solving problems.
• Ability to initiate and maintain accountability for client initiatives and projects.
• Multitask in a fast-paced, changing priority environment and problem solve.

Responsabilidades

• As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to large 401K clients.
• Partner with Managing Directors and Product Management to implement new products, services, and features.
• Work closely with specialized operational groups to implement plan provisions and deliver outstanding service.
• Review daily plan administration quality for Defined Contribution, HSA and Non-Qualified plans.
• Manage plan administration to meet standards and performance guarantees.
• Understand objectives of client projects, allocate resources, define project plans, and ensure deliverables are met.
• Raise and participate in the resolution of service issues (participant, reputational, risk/compliance related).
• Utilize knowledge of plan provisions, DC, HSA, Non-Qualified products, and regulatory risk management.
• Identify and partner with Product and Relationship Management to cross-sell new products and updates.

Conocimientos

Defined Contribution

Non-Qualified

HSA

Benefits administration

Retirement experience

Client-facing experience

401(k) regulations

Communication skills

Customer service

Accountability

Time management

Educación

Bachelor's degree

Descripción del empleo

Fidelity Investments Inc. seeks an experienced Client Services Operations professional in the United States to serve as the main operational contact for benefits administrators, collaborating with service teams and internal partners to evolve Fidelity’s offerings and ensure accurate plan provisions.

The role emphasizes daily review of Defined Contribution, HSA, and Non-Qualified plan administration, maintaining standards and performance guarantees, allocating resources, and addressing service