As the main operational contact for benefits administrators, collaborate with your service team and internal partners to deliver on contractual commitments
Work closely with 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
Raising and participating in the resolution of service issues appropriately within the organization
Utilize deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management
Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates

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
Proven understanding of 401(k) regulations and their application to plan administration
Effective oral and written communication skills
Ability to manage client issues
Strong interpersonal skills and customer service approach
Ability to initiate and maintain overall accountability for client specific and department initiatives and projects
Ability to multitask and work in a fast paced, changing priority environment.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.

Client Service Manager

Key skills