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Remote Erisa information

What is the difference between Remote Erisa vs Remote Benefits Specialist?

AspectRemote ErisaRemote Benefits Specialist
Required CredentialsERISA certifications, knowledge of employee benefits lawsBenefits administration certifications, HR knowledge
Work EnvironmentCorporate or consulting firms, remote options commonHR departments, benefits providers, remote roles available
Industry UsageFinance, insurance, employee benefits consultingHuman resources, employee benefits management
Common Search IntentUnderstanding ERISA compliance, benefits regulationsManaging employee benefits, benefits program administration

Remote Erisa professionals focus on ERISA compliance and employee benefits regulations, often requiring specialized certifications. Remote Benefits Specialists handle benefits administration and employee support, with overlapping skills but different primary responsibilities. Both roles are vital in HR and benefits industries, with some roles blending responsibilities depending on the employer.

What are common challenges faced by professionals in a remote ERISA compliance role, and how can they be addressed?

One common challenge in a remote ERISA (Employee Retirement Income Security Act) compliance role is staying updated with frequently changing federal regulations and ensuring consistent communication with clients and team members. Remote work can sometimes lead to delays in sharing important compliance updates or coordinating document reviews. To address these challenges, professionals often use collaborative software, maintain regular virtual meetings, and subscribe to industry newsletters to stay informed. Establishing clear processes for document management and communication also helps maintain compliance and efficiency in a remote setting.

What skills and qualifications are needed to thrive as a remote ERISA specialist?

To thrive as a Remote ERISA Specialist, you need in-depth knowledge of employee benefits law, particularly ERISA regulations, often supported by a bachelor’s degree in a related field and experience with benefits administration or compliance. Familiarity with benefits management software, compliance tracking systems, and relevant certifications such as CEBS (Certified Employee Benefit Specialist) are highly valued. Strong analytical thinking, attention to detail, and effective communication are crucial soft skills for interpreting regulations and advising clients. These skills ensure accurate compliance, minimize legal risks, and support clients in navigating complex benefits requirements remotely.

What is a remote ERISA professional?

A Remote ERISA professional is someone who specializes in the Employee Retirement Income Security Act (ERISA) and works from a remote location rather than in a traditional office. These professionals typically advise employers, plan sponsors, or plan administrators on compliance with federal regulations related to employee benefit plans, including retirement and health plans. Their work may involve reviewing plan documents, preparing filings, and assisting with audits or investigations, all while leveraging technology to communicate and collaborate with clients and colleagues remotely.
What are the most commonly searched types of Erisa jobs in Michigan? The most popular types of Erisa jobs in Michigan are:
What are popular job titles related to Remote Erisa jobs in Michigan? For Remote Erisa jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Remote Erisa jobs in Michigan look for? The top searched job categories for Remote Erisa jobs in Michigan are:
What cities in Michigan are hiring for Remote Erisa jobs? Cities in Michigan with the most Remote Erisa job openings:
Remote Erisa jobs near you

Client Support Specialist - Greater Detroit, MI Area (REMOTE)

Fidelity Investments

Detroit, MI • On-site, Remote

$17.75 - $24/hr

Full-time

Re-posted 8 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
Note: Fidelity will not provide immigration sponsorship for this position.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

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