Account Maintenance Specialist – Brokerage Ops

Fidelity Investments Inc.; Dublin; On-site; EUR 30,000 - 42,000; Full time

Job summary

Fidelity Investments Inc. in Ireland is seeking an Account Maintenance professional to maintain brokerage accounts and related features for the National Financial unit.

You will analyze account applications using systems like FBSI and XTRAC, processing requests efficiently within a fast-paced environment. The role targets candidates with 0-2 years’ experience in financial services or a shared service model, strong MS Office skills, and solid communication abilities.

Qualifications

• Your ability to quickly organize and prioritize multiple tasks
• Your ability to take initiative and to work under tight deadlines in a dynamic team environment
• Be analytical and possess good problem solving skills
• Be technically oriented, with strong MS Office/PC skills
• Your excellent written and verbal communication and interpersonal skills
• Be motivated and show desire to learn about the business and new technologies

Responsibilities

• Maintains new and existing brokerage accounts and all related features for the National Financial business unit
• Analyzes account application requests and maintenance forms using multiple systems (e.g. FBSI, XTRAC) and processes them expeditiously
• Prioritizes and manages escalations/exceptions from NF Client Managers and US business partners
• Participates in projects and process improvement initiatives to improve workflow, quality, efficiency and policy adherence
• Supports the Operations & Corporate Shared Services environment to deliver high quality customer service

Job description

Fidelity Investments Inc. in Ireland is seeking an Account Maintenance professional to maintain brokerage accounts and related features for the National Financial unit.

You will analyze account applications using systems like FBSI and XTRAC, processing requests efficiently within a fast-paced environment. The role targets candidates with 0-2 years’ experience in financial services or a shared service model, strong MS Office skills, and solid communication abilities.