The Role

• • Desh;ned 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 Fidelitys 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 resources are allocated, project plans are desh;ned, 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

• • Bachelors degree preferred; work experience and strong business acumen required

  • Desh;ned Contribution, Non-Qualified and HSA knowledge and experience required

  • 5+ years of benesh;ts 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 specish;c 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.