What are the responsibilities and job description for the Client Service Manager position at Fidelity Investments Institutional Operations Company LLC?
Job Description: The Role Defined Contribution, Non-Qualified and HSA knowledge and experience required. As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients. The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity’s offering. You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service. Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans. Managing plan administration to perform to standards and performance guarantees. Demonstrating an understanding of the objectives and initiatives related to client projects and work with the organization to ensure that re‐sources are allocated, project plans are defined, utilized and executed to ensure that deliverables are met Raising and participating in the resolution of service issues (e.g., participant, reputational, risk/compliance related) appropriately within the organization Utilizing your deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management You will identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates The Expertise and Skills You Bring 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 experience in a client facing role highly desired You have a proven understanding of 401(k) regulations and their application to plan administration You have effective oral and written communication skills You demonstrated the ability to manage client issues You exemplify strong interpersonal skills and customer service approach to solving problems. You have the ability to initiate and maintain overall accountability for client specific and department initiatives and projects You can multitask, work in a fast paced, changing priority environment, problem solve, and make decisions. The Team As a member of a dynamic Client Services Management organization, the work you do every single day will have a direct impact to both our Client Services Mission and our Client Services Vision. Our Mission: To deliver the highest quality and most dedicated plan sponsor service in the DC industry by knowing each plan we serve better than our client does. Our Vision: To deliver service that is so deeply wonderful, every client feels like they are our only client. Certifications: Category: Client Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
