Client Service Manager

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

• 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.