Senior Account Services Associate

5 days ago


New York, New York, United States Fidelity Information Services Full time
About the Role

We are seeking a highly skilled and experienced Senior Account Services Associate to join our team at Fidelity Information Services. As a key member of our Retirement BPaaS team, you will be responsible for providing exceptional service to our clients and ensuring the smooth administration of their retirement plans.

Key Responsibilities
  • Process assigned tasks for retirement plan administration, including enrollments, contributions, distributions, loans, fund management, new business, conversion, and other necessary activities for defined benefits and defined contribution plans.
  • Consistently meet or exceed target goals for SLA parameters of TAT, productivity, quality, etc.
  • Review, research, and provide feedback on discrepancies for assigned processes.
  • Learn complex ideas and processes and follow all related Standard Operating Procedures (SOP).
  • Participate in team meetings and complete ongoing training and development.
Requirements
  • 3-5 years of industry experience primarily in the US Retirement Domain.
  • Ability to understand, learn, and follow detailed procedures.
  • Excellent customer service and interpersonal skills.
  • Proficiency with working on a computer and good keyboard skills.
  • Working knowledge of Microsoft Applications.
  • Strong research and analytical skills and attention to detail.
What We Offer

We offer a multifaceted job with a high degree of responsibility and a broad spectrum of opportunities. Our team is committed to providing exceptional service to our clients, and we are looking for a talented individual who shares our passion for delivering high-quality results.

FIS is a Fortune 500 company and a member of Standard & Poor's 500 Index. We are committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients.



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