Skills required for the role: To excel in this role, strong interpersonal and client communication skills are essential for building relationships with plan sponsors and internal partners. The ability to convey complex technical information in an accessible manner enhances collaboration and understanding. Organizational skills and meticulous attention to detail are crucial for managing multiple tasks and meeting deadlines in a fast-paced environment. Problem-solving skills, logical reasoning, and analytical thinking enable effective solution implementation. A service mindset focused on customer needs, flexibility in adapting to varying workloads, sound judgment, and the capacity to influence strategies with clients further contribute to success in this dynamic role

The Team

As a leader in our Workplace Investing Defined Contributions Client Services organization you'll serve alongside our entire team of WI DC Client Services associates who are all passionate about delivering flawless recordkeeping and unparalleled customer service. We've proven that recordkeeping is a differentiator through our continuous investment and dedication to a culture of Quality focused on our outstanding Operations foundation. Our Operational foundation consists of three key components: People, Technology and Process. It is critically important to produce high quality results with every customer interaction because our organizational results play a key role in client acquisition and existing client retention, which can help secure and build revenue opportunities for Fidelity.

Certifications:

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 Glassdoor Employees' Choice Award, 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-we offer a range of opportunities for learning so you can build the career you've always imagined.

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 all business days of every other week in a Fidelity office.

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, detailed in this document, 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 fidelitycareers.com.

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.