Strategic Client Service Leader – Workplace Benefits

Fidelity; Covington (KY); On-site; USD 100,000 - 150,000; Full time

Job summary

Fidelity Investments is seeking a senior client service specialist to serve as the primary contact for Defined Contribution and Workplace Benefits for major institutional clients. You will collaborate with a matrixed service team to deliver contractual commitments and partner with leaders in product management to implement new offerings.

The role requires 8–12+ years in financial services with client-facing experience, plus familiarity with workplace benefits plan administration.

Qualifications

• 8+ years in financial services with client-facing experience.
• Experience with workplace benefits plan administration (DC, Non-Qualified, HSA, etc.).
• Bachelor's degree or equivalent work experience.
• FINRA licenses permitted but not required.

Responsibilities

• Serve as the primary Fidelity client service contact for Defined Contribution and Workplace Benefits for large institutional clients.
• Collaborate with a matrixed service team to deliver contractual commitments.
• Partner with Managing Directors and Product Management to implement new products and features.
• Work with specialized operational groups to implement plan provisions and resolve issues.
• Deliver outstanding client service.

Skills

Client leadership

Relationship building

Strategic problem solving

Communication

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Tools

FINRA licenses

Job description

Fidelity Investments is seeking a senior client service specialist to serve as the primary contact for Defined Contribution and Workplace Benefits for major institutional clients. You will collaborate with a matrixed service team to deliver contractual commitments and partner with leaders in product management to implement new offerings.

The role requires 8–12+ years in financial services with client-facing experience, plus familiarity with workplace benefits plan administration.