Company
Manager,ClientServiceOperations
Neural analysis suggests this role is
optimal for Mid candidates.
“Manager, Client Service Operations. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. Deliver on contractual commitments to clients. Implement new products, services, and features”
What You'll Achieve.
deliver on contractual commitments; consistently evolve Fidelity’s offering; deliver outstanding service; perform to standards and performance guarantees; ensure that deliverables are met
Industry & Context.
problem solve; problem solving approach
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others., Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
What They're Looking For.
Must Have
Defined Contribution, Non-Qualified and HSA knowledge and experience required, 5+ years of benefits administration, outsourcing administration or retirement experience required, Bachelor’s degree work experience and business acumen required, proven understanding of 401(k) regulations and their application to plan administration, ability to manage client issues, ability to initiate and maintain overall accountability for client specific and department initiatives and projects, multitask, work in a fast paced, changing priority environment, problem solve, and make decisions
Nice to Have
3+ years of experience in a client facing role highly desired
What You'll Do.
Deliver on contractual commitments to clients
Implement new products
Implement plan provisions
Deliver outstanding service
Daily review of plan administration quality
Manage plan administration to perform to standards
Ensure resources are allocated for client projects
Define and execute project plans
Meet project deliverables
Raise and participate in resolution of service issues
Identify and partner to cross sell new products
Rollout new product and regulatory updates
How You'll Work.
Team & Collaboration
Collaborate with service team and internal partners; Partner with Managing Directors and Product Management; Work with specialized operational groups; Identify and partner with Product and Relationship Management
Communication Scope
effective oral and written communication skills
Process & Methodology
manage client issues, initiate and maintain overall accountability for client specific and department initiatives and projects
Full Job Description
## ## 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 resources 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 ad
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