What are the responsibilities and job description for the Client Service Implementation Analyst position at Fidelity TalentSource?
The Role
Are you interested in working in a fast paced, evolving organization? The Data Exchange Consultant (DEC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.
The Team
As part of the Implementation Team, the DEC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DEC will act as the primary point of contact for the client on establishing payroll, and asset transfer and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.
Company Overview
At Fidelity, we are focused on 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 associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
For roles based in the US : Visit myHR and search for “accommodation” to review Fidelity’s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2.
Dynamic Working
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Information about Fidelity Investments
At Fidelity, we are focused on 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 championing 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.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
Are you interested in working in a fast paced, evolving organization? The Data Exchange Consultant (DEC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.
- The review and analysis of the standard payroll needs of the Plan Sponsor to determine the accurate fit for desired Fidelity services. You will establish all ongoing payroll processing to and from the client’s payroll vendor and Fidelity, as well as define and request payroll systems enhancements required for ongoing Plan processing.
- Bachelor’s degree preferred.
- This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.
- Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
- The ability to understand and work with payroll software programs
- Familiarity with common payroll vendors (ADP, UKG, Workday)
- Strong presentation, consulting, and negotiating skills
- Strong analytical, problem-solving, problem identification skills
- Strong organizational/time management skills, auditing skills
The Team
As part of the Implementation Team, the DEC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DEC will act as the primary point of contact for the client on establishing payroll, and asset transfer and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.
Company Overview
At Fidelity, we are focused on 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 associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
For roles based in the US : Visit myHR and search for “accommodation” to review Fidelity’s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2.
Dynamic Working
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Information about Fidelity Investments
At Fidelity, we are focused on 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 championing 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.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.