Client Service Administrator
Client Service Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
The Client Service Administrator (CSA) operates in a team environment and is responsible for the day-to-day plan administration and troubleshooting for Defined Contributions qualified non-qualified and HSA plans across a variety of markets. The CSA works directly with a plans client contact(s) as they reach out and serves as a liaison between our clients and our Operational teams providing support to over 30k plans through various interaction channels.
The Role
As an associate in our Workplace Investing (WI) Defined Contributions (DC) Client Services organization youll serve alongside our entire team of WI DC Client Services associates who are a foundational part of the day-to-day support of WI clients. As a CSA your responsibilities will include:
- Educating clients on operational related processes and influencing them toward best practices.
- Assisting clients with PSW and promoting self service steps for transaction processing (i.e. PSW set-up access changes and support).
- Acting as the internal point of escalation for operational issues.
- Helping clients to understand common issues and errors and guiding them to resolution
- Providing mentorship to clients on transactions to help them understand the process and requirements to ensure their plan is in compliance.
- Flexibility to work between our business hours of 8:00am-7:00pm EST
The Expertise and Skills You Bring
- Demonstrated superior Customer Service delivery
- Proven performer with prioritizing and multi-tasking
- Basic Microsoft Excel experience is a requirement
- 1 year minimum experience within Defined Contribution or Benefits Outsourcing
- Working knowledge of 401(k) and defined contribution plans products and applications
- Experience with Fidelity systems (FPRS PSW and Xtrac); Operations Knowledge
- Strong customer service skills client communication/interface and satisfaction abilities
- Comfortable working in a dynamic environment and are an effective teammate
- Demonstrate analytical skills to propose solutions to a problem as well as completing all tasks required in its resolution both timely and accurately
- Strong risk-management skills- client and plan level
The Team
The Client Service Administration Team is a team of service professionals that are dedicated to providing the best client experience in the industry. The CSA leadership team is dedicated to the development and growth of every individual on the team. CSA is a gateway to a long career in client service and beyond! Successful CSAs if they desire are well prepared to pursue opportunities in Client Service Management Relationship Management Implementation Product Support Operations and many other areas. CSAs get involved in almost every aspect of the products and services we execute for clients. There are CSA team members located in most of the Fidelity WI sites. The CSA team has the opportunity to work closely with dozens of organizations across WI and beyond as they solve problems and deliver for clients.
At Fidelity we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity visit . Fidelity Investments is an equal opportunity employer.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Note: Fidelity is not providing immigration sponsorship for this position
Certifications:
Category:
Client ServiceFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days M-F) in a Fidelity office.
Please be advised that Fidelitys 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
