Senior Reimbursement Account Manager
Fidelity Investments, Roanoke, TX, United States
Job Title
Senior Reimbursement Account Manager Role Overview
The Senior Reimbursement Account Manager serves as a strategic thinker and execution expert. This role is ideal for a self-starter who thrives in a fast-paced environment and is passionate about delivering best-in-class service to large corporate clients. You will be the primary point of contact for a portfolio of complex clients within Fidelity’s Reimbursement Accounts (RA) Service Team, ensuring seamless administration of reimbursement accounts (FSA, HRA, Commuter benefits). You will handle client inquiries, partner with internal business units, streamline processes, and advocate for the voice of the client to maintain 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 seek a highly professional go-getter with an ownership mindset, ready to take initiative and champion both client satisfaction and internal progress. Responsibilities
Serve as the primary contact for a portfolio of complex clients within the RA service team. Ensure seamless administration of reimbursement accounts (FSA, HRA, Commuter benefits). Handle client inquiries and partner with internal business units to streamline processes. Advocate for the voice of the client to maintain high service standards and drive business growth. Qualifications
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 a general understanding of healthcare and wellness benefit programs preferred. Proven ability to manage multiple priorities and meet 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. Proficient leadership skills: ability to get things done, identify service enhancements or process improvements, and determine and act on the best solutions in a timely manner. Strong 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, processes, and regulatory knowledge. Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services. Team
The CSM for Reimbursement Accounts is responsible for maintaining client relationships for the RA product. They collaborate with Internal Service and Operations Teams, proactively educate clients on best practices within compliance, and drive client outcomes. Additional Information
Note: Fidelity is not providing immigration sponsorship for this position. Certifications and Category: Client Service Operations. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the Securities Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, state laws governing securities, investment and retirement-related activities, and the rules of self-regulatory organizations (including FINRA). Those laws may restrict Fidelity from hiring individuals with certain criminal histories.
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Senior Reimbursement Account Manager Role Overview
The Senior Reimbursement Account Manager serves as a strategic thinker and execution expert. This role is ideal for a self-starter who thrives in a fast-paced environment and is passionate about delivering best-in-class service to large corporate clients. You will be the primary point of contact for a portfolio of complex clients within Fidelity’s Reimbursement Accounts (RA) Service Team, ensuring seamless administration of reimbursement accounts (FSA, HRA, Commuter benefits). You will handle client inquiries, partner with internal business units, streamline processes, and advocate for the voice of the client to maintain 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 seek a highly professional go-getter with an ownership mindset, ready to take initiative and champion both client satisfaction and internal progress. Responsibilities
Serve as the primary contact for a portfolio of complex clients within the RA service team. Ensure seamless administration of reimbursement accounts (FSA, HRA, Commuter benefits). Handle client inquiries and partner with internal business units to streamline processes. Advocate for the voice of the client to maintain high service standards and drive business growth. Qualifications
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 a general understanding of healthcare and wellness benefit programs preferred. Proven ability to manage multiple priorities and meet 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. Proficient leadership skills: ability to get things done, identify service enhancements or process improvements, and determine and act on the best solutions in a timely manner. Strong 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, processes, and regulatory knowledge. Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services. Team
The CSM for Reimbursement Accounts is responsible for maintaining client relationships for the RA product. They collaborate with Internal Service and Operations Teams, proactively educate clients on best practices within compliance, and drive client outcomes. Additional Information
Note: Fidelity is not providing immigration sponsorship for this position. Certifications and Category: Client Service Operations. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the Securities Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, state laws governing securities, investment and retirement-related activities, and the rules of self-regulatory organizations (including FINRA). Those laws may restrict Fidelity from hiring individuals with certain criminal histories.
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