Strategic Client Service Leader – Workplace Benefits

Fidelity Investments Inc.; Covington (KY); On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity Investments Inc. is seeking a senior client service professional to be the primary contact for defined contribution and workplace benefits among large institutional clients.

You will collaborate with cross-functional teams to deliver contractual commitments, implement new products, and resolve plan issues while delivering exceptional service. The role requires 8–12+ years in financial services, familiarity with workplace benefits, and a Bachelor's degree or equivalent experience.

Qualifications

• 8–12+ years in the financial service industry with client facing expertise.
• Experience with Workplace Benefits plan administration.
• 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 institutional clients.
• Collaborate with a matrixed service team to deliver contractual commitments.
• Partner with Managing Directors and Product Management to implement new products and services.
• Work with specialized operational groups to implement plan provisions and resolve issues.
• Deliver outstanding service while managing complex client relationships.
• Handle day-to-day record keeping for strategic market clients and partner with internal teams.

Skills

Leadership

Client facing

Relationship building

Strategic problem solving

Communication skills

Matrix leadership

Education

Bachelor's degree

Tools

FINRA licenses

Job description

Fidelity Investments Inc. is seeking a senior client service professional to be the primary contact for defined contribution and workplace benefits among large institutional clients.

You will collaborate with cross-functional teams to deliver contractual commitments, implement new products, and resolve plan issues while delivering exceptional service. The role requires 8–12+ years in financial services, familiarity with workplace benefits, and a Bachelor's degree or equivalent experience.