- Bachelor's degree or equivalent years of industry experience
- 3+ years of Health and Welfare benefits service experience
- 3+ years of professional experience (and proven competence, depth, and breadth)
- Prior client implementation and\or platform migration experience a plus
- Prior data analytics and data exchange (inbound and outbound files) experience (SQL skills required)
- Experience in Agile preferred, but not required
- Proficient with Microsoft Office applications
ThePurposeof Your Role
The H&W Client Data Analyst is a key member of the Health & Welfare (H&W) Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health & Welfare offering, access to scalable technology while continually enhancing your knowledge of the H&W benefits administration landscape.
TheSkillsYou Bring
- Ability to independently handle one's own workload
- Regulatory and legislative knowledge in aligned service area
- Understanding of benefits administration systems
- Demonstrates superb communication skills (written and verbal)
- Ability to perform detailed analysis and document findings
- Procedure execution and process improvement
- Quality-first mentality
TheValueYou Deliver
- Align, plan, and execute new product capability delivery within flight implementations
- Drive and / or support execution of key implementation activities (example: data conversion load).
- Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements
- Partnering with the Director Migration Project Manager to define client specific configurable variations to support a client plan and/or administrative requirements
- Performing root cause analysis to determine gaps or trends for continuous improvement opportunities
- Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable
- Creating training material and reference material for participant services
- Assisting and coaching the broader virtual team
- Engaging in and/or leading ongoing courses to support continued personal development In addition to the above, the Client Data Analyst should possess these additional skills;
Client Data- Conversion\Single Client Feed
- Proactive data management with a focus on straight through processing
- Streamline and implement Client Service Request error conditions and notifications.
- Data analytics and analysis with a focus on data and client feed remediation for straight through processing.
- Process control enhancements and reporting improvements.
- Participant Data Manager edit enhancements.
- Develop a teamwork intake model to move away from email processing.
- Structure large data sets to find usable information
- Collaborate with team members to collect and analyze data
- Work with a team of analysts and other associates to process information
- Testing of Client Data Feeds
How Your WorkImpactsthe Organization
Fidelity's healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health & Welfare administration, we are using our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations. If you would like to experience Fidelity's supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at
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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@Information about Fidelity investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
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Health & Welfare Data Analyst - Westlake, United States - Fidelity TalentSource
Description
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Health and Welfare Data Analyst to work in Fidelity's Healthcare Business Unit in Westlake, TX/Durham, NC/Smithfield, RI/Merrimack, NH.
The H&W Client Data Analyst will apply their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity.