HSA/RA Sr Specialist

7 days ago

Concord, New Hampshire, United States Fidelity Investments Full time
Job Description:HSA/RA Sr. Specialist

The Role

Fidelity Workplace Investing is seeking professional individuals with a strong interest in supporting Health Savings Account (HSA) and Reimbursement Account (RA) services You will be a member of HSA/RA Ongoing Operations and Center of Excellence, a dynamic team, supporting fast-growing products.

As a HSA/RA Sr. Specialist, you will combine strong client leadership skills with a deep knowledge of HSA and RA plan administration. The position requires cross-functional collaboration skills as well as system and product knowledge associated with client solutions. Under minimal direction, you will provide operational support to the HSA Operations & RA Services team as well as technical and troubleshooting support for clients. Establishing and implementing controls and audits for Fidelity's stacked debit card administration processes and problem solving. Also, Fidelity's RA funding and other HSA processes will be a critical aspect of the role.

The Expertise You Have

  • 3-5 years within a professional, fast paced, corporate environment, with experience in operational processing

  • Bachelor's Degree or equivalent experience required.

  • Experience with Fidelity Health, Disc Recon, FPRS, FBSI & PSW preferred.

The Skills You Bring

  • Experience in supporting operational questions for clients and/or problem resolution events

  • Analytical, intuitive, and problem-solving skills

  • Strong and effective interpersonal and communication skills.

  • Demonstrated ability to balance customer service with sound business judgment.

  • Effective interpersonal, time management, organizational, facilitation and prioritization skills.

  • Ability to work with different business partners in numerous locations.

  • Proven experience in identification of service enhancements or process improvements and delivering the best solution in a timely manner.

The Value You Deliver

  • Attention to detail: Your proactive execution of administrative processes with quality, accuracy, and efficiency will ensure the client recognizes and is satisfied with the quality of the service they receive.

  • Incident management: Your active participation in the resolution of service issues will ensure these are addressed appropriately within the organization. Your understanding of the objectives and initiatives, and identification of root cause, will be vital.

  • Mobilize others: Collaboration with the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).

  • Process improvement: By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.

  • Communicate clearly: You get results by effectively communicating to internal and external business partners, managing the successful execution of an agreed upon mitigation strategy.

  • Customer service: You troubleshoot client inquiries and complete audit requests particularly in relation to stacked debit cards, eligibility, contributions, claims, and general account maintenance to identify potential areas of concern.

The Team

A key member of Fidelity Health Operations team, we work closely with HSA & RA Product and Workplace Investing service teams to provide excellent client and operational service. Our organization is passionate about delivering the best service levels in the industry by delivering the tools that drive the best health and wellness decisions by our customer's employees. Our steadfast dedication to operational excellence through detailed project execution and HSA and RA support requires keen focus and constant collaboration.

Certifications:Category:Client Service Operations, Operations

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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