Senior DC Benefits Client Services Manager

Fidelity Investments Inc.; Covington (KY); On-site; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a Client Services Operations professional in Covington, KY to serve as the main operations contact for benefits administrators and to collaborate with teams to fulfill commitments to large 401(k) clients.

You will work with leadership to implement new products and services, ensure accurate plan administration, and maintain service quality across Defined Contribution, HSA and Non-Qualified plans.

Qualifications

• 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 in a client-facing role highly desired.
• Knowledge of 401(k) regulations and their application to plan administration.
• Strong communication skills and ability to manage client issues.

Responsibilities

• Act as the main operational contact for benefits administrators and collaborate with service teams and internal partners to fulfill contractual commitments for large 401(k) clients.
• Partner with Managing Directors and Product Management to implement new products, services, and features.
• Work with specialized operational groups to implement plan provisions and deliver outstanding service.
• Review daily the quality of plan administration for Defined Contribution, HSA and Non-Qualified plans.
• Manage plan administration to meet standards and performance guarantees.
• Identify and cross-sell new products and regulatory updates with Product and Relationship Management.

Skills

Defined Contribution knowledge

Non-Qualified knowledge

HSA knowledge

Client-facing experience

Regulatory/ERISA understanding

Education

Bachelor’s degree preferred

Job description

Fidelity Investments is seeking a Client Services Operations professional in Covington, KY to serve as the main operations contact for benefits administrators and to collaborate with teams to fulfill commitments to large 401(k) clients.

You will work with leadership to implement new products and services, ensure accurate plan administration, and maintain service quality across Defined Contribution, HSA and Non-Qualified plans.