Manager, Client Service Operations

Fidelity Investments

Manager of Client Service Operations at Fidelity ensuring contractual commitments are met for 401K clients. Collaborating with internal teams, managing plan administration, and enhancing client service quality.

Posted 6/10/2026full-timeColorado, Kentucky, New Hampshire, New Mexico, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $66,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.
Partner with Managing Directors and Product Management to implement new products, services, and features.
Work closely will specialized operational groups to implement plan provisions, problem solve issues, and deliver outstanding service.
Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.
Manage plan administration to perform to standards and performance guarantees.
Raise and participate in the resolution of service issues appropriately within the organization.
Utilize deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management.
Identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates.

Requirements

What you’ll need

Bachelor’s degree preferred; work experience and strong business acumen required
Defined Contribution, Non-Qualified and HSA knowledge and experience required
5+ years of benefits administration, outsourcing administration or retirement experience required
3+ years of experience in a client facing role highly desired
Proven understanding of 401(k) regulations and their application to plan administration
Effective oral and written communication skills
Ability to manage client issues
Strong interpersonal skills and customer service approach to solving problems
Ability to initiate and maintain accountability for client specific initiatives and projects
Ability to multitask, work in a fast paced, changing priority environment, problem solve, and make decisions.

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

benefits administrationDefined ContributionHSANon-Qualified plans401(k) regulationsplan compliancerisk managementproblem solvingclient managementproject management

Soft Skills

effective communicationinterpersonal skillscustomer serviceaccountabilitymultitaskingdecision makingcollaborationservice orientationadaptabilitybusiness acumen

Certifications

Bachelor's degree