Job Description:

The Role

• In this role you will be the primary Fidelity contact for 401(k) administrative services to some our largest institutional clients.
• Responsibility for daily and hardworking 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

The Expertise and Skills You Bring

• 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.

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.

Certifications: