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Client Relations Manager

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 point of contact for 401(k) administrative services for some of our most significant corporate institutional clients.

  • You will oversee daily and thorough evaluations of plan administration quality for Defined Contribution, HSA, and Non-Qualified plans.
  • You will guide client plan administration to meet established standards and performance commitments.
  • You will demonstrate a comprehensive understanding of the objectives and initiatives related to client projects, collaborating with the organization to ensure resource allocation, project planning, and timely completion of deliverables.
  • You will identify and engage in the resolution of service-related issues (e.g., participant, reputational, risk/compliance) appropriately within the organization.
  • You will apply your extensive knowledge of plan-level provisions, DC, HSA, Non-Qualified products, as well as plan compliance, regulations, and risk management.
  • You will identify opportunities 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

  • A bachelor’s degree is preferred; however, relevant work experience and strong business intuition are essential.
  • Knowledge and experience in Defined Contribution, Non-Qualified, and HSA are required.
  • A minimum of 5 years of experience in benefits administration, outsourcing administration, or retirement services is necessary.
  • At least 3 years of confirmed experience in a client-facing role is highly desirable.
  • A clear understanding of 401(k) regulations and their application to plan administration is essential.
  • Effective oral and written communication skills are crucial, along with the ability to manage client issues effectively.
  • Strong interpersonal skills and a customer service-oriented approach to problem-solving are vital.
  • You should have the ability to initiate and maintain overall accountability for client-specific and departmental initiatives and projects.
  • You must be capable of multitasking, working in a fast-paced environment with changing priorities, problem-solving, and making informed 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 that every client feels as though they are our only client.



Company Overview

About Fidelity Investments

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 futures, support companies and non-profit organizations in delivering employee benefits, and provide institutions and independent advisors with investment and technology solutions.

Work Environment

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively impacts people's 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 by our employees as a top employer, we are committed to fostering a culture of inclusion and belonging.

Fidelity values 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 and may be asked to provide additional documentation as requested.

We invite you to explore the opportunities available at Fidelity Investments, an equal opportunity employer.