Client Relations Supervisor

2 weeks 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 diligent assessments of plan administration quality for Defined Contribution, HSA, and Non-Qualified plans.
  • Guiding client plan administration to meet established standards and performance commitments.
  • Demonstrating 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.
  • Identifying and addressing service issues (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.
  • Collaborating with Product and Relationship Management to identify opportunities for cross-selling new products and services, as well as implementing new product and regulatory updates.

The Expertise and Skills You Bring

  • Bachelor’s degree preferred; relevant work experience and strong business acumen required.
  • Knowledge and experience in Defined Contribution, Non-Qualified, and HSA plans required.
  • 5+ years of experience in benefits administration, outsourcing administration, or retirement services required.
  • 3+ years of proven experience in a client-facing role highly desired.
  • Demonstrated understanding of 401(k) regulations and their application to plan administration.
  • Strong oral and written communication skills, with a proven ability to manage client issues effectively.
  • Exemplary 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, thrive in a fast-paced environment, and make 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, 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, support companies and non-profit organizations in delivering employee benefits, and provide institutions and independent advisors with investment and technology solutions.

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 throughout your career journey, empowering you to excel both at work and at home. Recognized as a top 10 Best Place to Work, we provide a range of learning opportunities to help you build the career you envision.

We value 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 presented with an offer will need to complete a background investigation, which includes a review of criminal, civil litigations, regulatory history, employment, education, and credit history, depending on the role.

Fidelity is an equal opportunity employer, committed to attracting, developing, and retaining a diverse workforce by fostering a culture of inclusion and belonging.



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