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Client Relations Supervisor

2 months ago

Covington, Kentucky, United States Fidelity TalentSource LLC Full time



Job Overview:

The Position

In this position, you will serve as the main contact for 401(k) administrative services for some of our most significant corporate institutional clients.

  • Overseeing daily and thorough evaluations of plan administration quality for Defined Contribution, HSA, and Non-Qualified plans
  • Guiding client plan administration to adhere to standards and performance commitments
  • Demonstrating comprehension of the objectives and initiatives related to client projects, collaborating with the organization to ensure resources are allocated, project plans are established, and deliverables are met
  • Identifying and engaging in the resolution of service challenges (e.g., participant, reputational, risk/compliance related) appropriately within the organization
  • Utilizing your extensive knowledge of plan-level provisions, DC, HSA, Non-Qualified products, as well as plan compliance, regulations, and risk management
  • You will identify and collaborate with Product and Relationship Management to cross-sell new products and services and implement new product and regulatory updates

The Expertise and Skills You Bring

  • Bachelor’s degree preferred; relevant work experience and strong business intuition required
  • Knowledge and experience in Defined Contribution, Non-Qualified, and HSA required
  • 5+ years of benefits administration, outsourcing administration, or retirement experience required
  • 3+ years of confirmed experience in a client-facing role highly desired
  • Demonstrated understanding of 401(k) regulations and their application to plan administration
  • Effective oral and written communication skills, with a proven ability to manage client issues
  • Strong interpersonal skills and a customer service-oriented approach to problem-solving
  • Ability to initiate and maintain overall accountability for client-specific and departmental initiatives and projects
  • Capacity to multitask, work in a fast-paced, changing priority environment, solve problems, and make decisions

The Team

As a member of a dynamic Client Services Management organization, your daily contributions will significantly impact our Client Services Mission and Vision.

Our Mission: To provide the highest quality and most dedicated plan sponsor service in the DC industry by understanding each plan we serve better than our clients do.

Our Vision: To deliver service that is so exceptional, every client feels like they are our only client.



Company Overview

Fidelity Investments is a privately held company dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their future. We support companies and non-profit organizations in delivering benefits to their employees. Additionally, we provide institutions and independent advisors with investment and technology solutions to help manage their clients' funds.

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively influences lives, including your own. We offer flexible benefits that support you through every stage of your career, empowering you to thrive both at work and at home. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work. Our working model combines the advantages of remote work with maximizing in-person collaboration to meet associate and business needs.

At Fidelity, we prioritize honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, which includes a review of criminal, civil litigations, regulatory history, employment, education, and credit (role dependent). These investigations may cover 7 years or more of history, depending on the role.

We are committed to fostering a diverse workforce and building a culture of inclusion and belonging.