Client Service Manager
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as the operational contact for benefits administrators and manage defined contribution, HSA, and non-qualified plan administration. You will review quality, resolve service issues, implement plan provisions, manage client projects, and support product and regulatory updates.
Requirements
- Knowledge and experience with defined contribution, non-qualified, and HSA plans
- Five or more years of benefits administration, outsourcing administration, or retirement experience
- Experience in a client-facing role
- Understanding of 401(k) regulations and plan administration
- Oral and written communication skills
- Client issue management
- Customer service
- Project management
- Problem-solving and decision-making skills
Responsibilities
- Serve as the operational contact for benefits administrators
- Deliver contractual commitments for 401(k) clients
- Implement new products, services, features, and plan provisions
- Review plan administration quality
- Manage plan administration against standards and performance guarantees
- Define and execute project plans and deliverables
- Resolve participant, reputational, and risk or compliance service issues
- Use plan knowledge to support compliance and risk management
- Cross-sell products and services and roll out product and regulatory updates
Benefits
- Fully paid parental leave
- On-site health and wellness centers
