Job Description

The Role

In this role you will be the primary Fidelity contact for 401(k) administrative services to some our largest corporate institutional clients.

• Responsibility for daily and hardworking review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans

• Leading client plan administration to perform to standards and performance guarantees

• Demonstrating an understanding of the objectives and initiatives related to client projects and work with the organization to ensure that re\u2010sources are allocated, project plans are de\uFB01ned, and completed to meet deliverables

• Raising and participating in the resolution of service issues (e.g., participant, reputational, risk/compliance related) appropriately within the organization

• Applying your deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management

• You will identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates

The Expertise and Skills You Bring

• Bachelor s degree preferred; work experience and strong intuition for business required

• De\uFB01ned Contribution, Non-Qualified and HSA knowledge and experience required

• 5+ years of bene\uFB01ts administration, outsourcing administration or retirement experience required

• 3+ years confirmed experience in a client facing role highly desired

• You have shown a clear understanding of 401(k) regulations and their application to plan administration

• You have effective oral and written communication skills. You have demonstrated the ability to handle client issues

• You exemplify strong interpersonal skills and customer service approach to solving problems.

• You have ability to initiate and maintain overall accountability for client speci\uFB01c and department initiatives and projects

• You can multitask, work in a fast paced, changing priority environment, problem solve, and make decisions.

The Team

As a member of a dynamic Client Services Management organization, the work you do every single day will have a direct impact to both our Client Services Mission and Client Services Vision.

Our Mission: To deliver the highest quality and most dedicated plan sponsor service in the DC industry by knowing each plan we serve better than our client does.

Our Vision: To deliver service that is so deeply wonderful, every client feels like they are our only client.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com

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