HSA/RA Sr Specialist

Job Description:

HSA/RA Sr. Specialist

The Role

Fidelity Workplace Investing is seeking professional individuals with a strong interest in supporting Health Savings Account (HSA) and Reimbursement Account (RA) services! You will be a member of HSA/RA Ongoing Operations and Center of Excellence, a dynamic team, supporting fast-growing products.

As a HSA/RA Sr. Specialist, you will combine strong client leadership skills with a deep knowledge of HSA and RA plan administration. The position requires cross-functional collaboration skills as well as system and product knowledge associated with client solutions. Under minimal direction, you will provide operational support to the HSA Operations & RA Services team as well as technical and troubleshooting support for clients. Establishing and implementing controls and audits for Fidelity's stacked debit card administration processes and problem solving. Also, Fidelity's RA funding and other HSA processes will be a critical aspect of the role.

The Expertise You Have

• 3-5 years within a professional, fast paced, corporate environment, with experience in operational processing
• Bachelor's Degree or equivalent experience required.
• Experience with Fidelity Health, Disc Recon, FPRS, FBSI & PSW preferred.

• Experience in supporting operational questions for clients and/or problem resolution events
• Analytical, intuitive, and problem-solving skills
• Strong and effective interpersonal and communication skills.
• Demonstrated ability to balance customer service with sound business judgment.
• Effective interpersonal, time management, organizational, facilitation and prioritization skills.
• Ability to work with different business partners in numerous locations.
• Proven experience in identification of service enhancements or process improvements and delivering the best solution in a timely manner.

• Attention to detail: Your proactive execution of administrative processes with quality, accuracy, and efficiency will ensure the client recognizes and is satisfied with the quality of the service they receive.
• Incident management: Your active participation in the resolution of service issues will ensure these are addressed appropriately within the organization. Your understanding of the objectives and initiatives, and identification of root cause, will be vital.
• Mobilize others: Collaboration with the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).
• Process improvement: By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.
• Communicate clearly: You get results by effectively communicating to internal and external business partners, managing the successful execution of an agreed upon mitigation strategy.
• Customer service: You troubleshoot client inquiries and complete audit requests particularly in relation to stacked debit cards, eligibility, contributions, claims, and general account maintenance to identify potential areas of concern.