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Client Service Manager

Fidelity Investments

Albuquerque, NM

Full-Time

Client Service Manager

Fidelity Investments

Albuquerque, NM

Full-Time

Jun 19, 2025

Facilities

Job Description

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 resources are allocated, project plans are dened, 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
Dened Contribution, Non-Qualified and HSA knowledge and experience required
5+ years of benets 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 specic 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.

Certifications:

Category:

Client Service Operations

Fidelity's 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 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.

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 resources are allocated, project plans are dened, 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
Dened Contribution, Non-Qualified and HSA knowledge and experience required
5+ years of benets 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 specic 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.

Certifications:

Category:

Client Service Operations

About Fidelity Investments

At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.

*Specifically serviced by our Clearing & Custody team within Fidelity Institutional

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.

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Client Service Manager

Fidelity Investments

Albuquerque, NM

Jun 19, 2025

Full-time

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