Benefits Consulting Representative IV Job Listing at Fidelity Investments in Westlake, TX (Job ID 1009472)

Fidelity Investments

Fidelity Investments

Location: Westlake, TX
Application deadline: None
Type: Full time
Career Level: Associate
Salary Range: Not specified
Number of Jobs: 1
Relocation Available: No
Show all jobs for Fidelity Investments
Finance, Other
Position Overview

The Rep IV will work in a team environment by providing leadership and support and will be responsible for escalated data analysis, non-automated complex calculation processing and other tasks associated with servicing Defined Benefit Plans from a consultative perspective.

Primary Responsibilities
The Rep IV is involved with implementation, corporate actions and other special projects in addition to the provision of ongoing services. Ongoing services include, but are not limited to, analyzing, performing, and reviewing non-automated complex calculations manually, executing on client requests, responding to escalated participant inquiries and analyzing/solving data and other complex issues. In addition, the Rep IV provides leadership given general direction on ad hoc consultative projects that require critical thinking, self-motivation with minimal direction
As a Rep IV you will play an integral role servicing existing and new clients in retirement plan administration. Rep IVs provide a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time sensitive environment. Because the group resides within an integrated benefits consulting practice, Rep IVs will likely get involved in other special projects that involve other areas of specialized expertise (e.g., health & welfare, compliance, communications, etc.)
The Rep IV, in addition to being extremely proficient in the Rep III role, will serve as a role model and coach to other Rep III and assist in answering escalated questions that the Rep III may have as they learn and develop. The Rep IV may also be responsible for the final review of work performed by other team members to ensure quality control and accuracy.
The Rep IV must possess and consistently exhibit strong written and verbal communications skills to external customers, including client and participant contacts, and internal customers, including other Fidelity business partners.


Education and Experience
Bachelor Degree preferred with 2 to 4 years of business experience

Skills and Knowledge
Critical thinking and problem solving skills are key essentials
Demonstrate leadership ability with self-motivation and determination
Excellent oral and written communication skills
Must be technically inclined with application experience and aptitude (e.g., Excel, Word, Access, etc.)
Detail-oriented with good mathematical and analytical skills, actuarial knowledge a plus
Ability to balance and prioritize multiple projects in a fast paced work environment
Must possess a strong sense of ownership and follow up
Ability to work effectively in an independent and/or team environment
Demonstrate effective organizational skills
Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality

About Fidelity Investments

Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit


Job: Benefit Consulting

Primary Location: US-TX-Westlake

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Shift: Day Job

Overtime Status: Non-exempt

Travel: No

Westlake, Texas
Westlake, TX

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