Financial Services Associate
13 hours ago
Fidelity TalentSource LLC is seeking a highly skilled Financial Services Associate to join our team. As a Financial Services Associate, you will play a critical role in supporting our clients' financial needs.
Job Summary:The Financial Services Associate will be responsible for working with Fidelity's retirement plan sponsors to ensure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will handle inbound telephone calls via the Testing & Reporting Services Helpline, assisting plan sponsors with completing their online testing questionnaires, uploading their census data, and answering general questions about the Testing and Forms 5500/8955-SSA processes.
Key Responsibilities:- Assist plan sponsors with completing their online testing questionnaires and uploading their census data.
- Answer general questions about the Testing and Forms 5500/8955-SSA processes.
- Provide exceptional customer service and support to plan sponsors.
- Work collaboratively with internal teams to ensure timely completion of tasks.
- Develop and maintain strong relationships with plan sponsors and internal stakeholders.
- Bachelor's degree or equivalent work experience.
- One to two years of customer service experience, preferably in the financial services/benefits industry.
- Personal computer proficiency required: Windows Office and web-based applications experience preferred.
- Outstanding organization, multi-tasking, and time management skills.
- Detail, process, and goal-oriented.
- Phenomenal client communication skills, especially by phone.
- Strong computer skills with an emphasis on Microsoft Excel.
- General knowledge of 401k industry a plus but not required.
Fidelity TalentSource LLC offers a dynamic working environment that blends the best of onsite and offsite work experiences. Our hybrid working model allows associates to work onsite all business days of every other week in a Fidelity office. We also value the benefits that working offsite offers associates.
Fidelity TalentSource LLC is an equal opportunity employer and welcomes individuals from all backgrounds to apply for this role.
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