Fidelity Investments Header
This job is expired.

Senior Reimbursement Account Manager

Covington, KY
Full-Time

Job Description

Job Description:

Senior Reimbursement Account Manager

As a Senior Reimbursement Account Manager, you will serve as equal parts strategic thinker and execution expert. This role is ideal for someone who is a self-starter, thrives in fast paced environments, and is passionate about delivering best-in-class service to large corporate clients.

As a key member of Fidelity's growing Reimbursement Accounts (RA) Service Team, you will be the primary point of contact for a portfolio of complex clients. Your role is to ensure seamless administration of reimbursement accounts (FSA, HRA, Commuter benefits) by handling client inquiries, partnering with internal business units, streamlining processes, and advocating the voice of the client to ensure high service standards while driving business growth.

This is an individual contributor role, however you will collaborate closely with a team that values shared success and a positive, forward-thinking culture. We're seeking a highly professional go-getter with an ownership mindset, ready to take initiative and champion both client satisfaction and internal progress.


The Expertise You Have

Bachelor's Degree or equivalent experience required.

  • 5-7 years of experience managing large corporate clients in a complex service environment.
  • Strong knowledge of reimbursement accounts and general understanding of healthcare and wellness benefit programs preferred.
  • Proven ability to manage multiple priorities and meet overlapping deadlines with high attention to detail and quality.
  • Experience partnering with internal teams to improve processes, take initiative, drive change and contribute to a positive team-oriented culture.

The Skills You Bring

  • Proficient leadership skills (i.e. consistently demonstrates the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).
  • Strong and effective interpersonal and communication skills.
  • Effective organizational, time management, facilitation, de-escalation and prioritization skills.
  • Demonstrated ability to balance customer service with sound business judgment.
  • Strong understanding of reimbursement account administration needs, process and regulatory knowledge.
  • Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.

The Value You Deliver

  • Your proactive execution of administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.
  • By developing and managing the relationship with the client you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.
  • When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.
  • Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.
  • Your 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).
  • By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.

Certifications:

Category:

Client Service 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.

PDN-a048120a-c665-46f5-84e5-d03eb6c3d38f

Job Description:

Senior Reimbursement Account Manager

As a Senior Reimbursement Account Manager, you will serve as equal parts strategic thinker and execution expert. This role is ideal for someone who is a self-starter, thrives in fast paced environments, and is passionate about delivering best-in-class service to large corporate clients.

As a key member of Fidelity's growing Reimbursement Accounts (RA) Service Team, you will be the primary point of contact for a portfolio of complex clients. Your role is to ensure seamless administration of reimbursement accounts (FSA, HRA, Commuter benefits) by handling client inquiries, partnering with internal business units, streamlining processes, and advocating the voice of the client to ensure high service standards while driving business growth.

This is an individual contributor role, however you will collaborate closely with a team that values shared success and a positive, forward-thinking culture. We're seeking a highly professional go-getter with an ownership mindset, ready to take initiative and champion both client satisfaction and internal progress.


The Expertise You Have

Bachelor's Degree or equivalent experience required.

  • 5-7 years of experience managing large corporate clients in a complex service environment.
  • Strong knowledge of reimbursement accounts and general understanding of healthcare and wellness benefit programs preferred.
  • Proven ability to manage multiple priorities and meet overlapping deadlines with high attention to detail and quality.
  • Experience partnering with internal teams to improve processes, take initiative, drive change and contribute to a positive team-oriented culture.

The Skills You Bring

  • Proficient leadership skills (i.e. consistently demonstrates the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).
  • Strong and effective interpersonal and communication skills.
  • Effective organizational, time management, facilitation, de-escalation and prioritization skills.
  • Demonstrated ability to balance customer service with sound business judgment.
  • Strong understanding of reimbursement account administration needs, process and regulatory knowledge.
  • Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.

The Value You Deliver

  • Your proactive execution of administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.
  • By developing and managing the relationship with the client you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.
  • When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.
  • Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.
  • Your 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).
  • By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.

Certifications:

Category:

Client Service 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.

PDN-a048120a-c665-46f5-84e5-d03eb6c3d38f

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.

Related Jobs

Apply For This Job
Senior Reimbursement Account Manager
Fidelity Investments
Covington, KY
Nov 5, 2025
Full-time
Your Information
First Name *
Last Name *
Email Address *
This email belongs to another account. Please use a diferent email address or Sign In.
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Ace your interview with
AI-powered interview practice

Get comfortable talking to hiring managers, receive personalized feedback on areas for improvement, sharpen your ability to answer the most common questions, and build confidence in formulating strong responses on the spot. Click the button below to begin your three free virtual interviews!

©2025 International Association of Women.
Powered by TalentAlly.