Account Management Representative II

Fidelity Investments Inc.; Dublin; On-site; EUR 32,000 - 38,000; Full time

Job summary

Fidelity Investments Ireland is seeking an Account Management trainee to join the National Financial unit. The role focuses on maintaining brokerage accounts and processing applications with accuracy, using systems like FBSI and XTRAC.

Supported by a fast-paced Operations & Corporate Shared Services team, you will work 7:00–15:30, bring strong MS Office skills, attention to detail, and a proactive, collaborative mindset to help deliver precise client service.

Qualifications

• 0-2 years’ experience, preferably within financial services.
• Excellent PC skills (MS Office)

Responsibilities

• Maintain new and existing brokerage accounts and related features.
• Analyze account applications and maintenance forms.
• Prioritize escalations from NF Client Managers and US partners.
• Participate in process improvement initiatives.
• Protect information confidentiality and maintain client confidence.

Skills

Attention to detail

MS Office proficiency

Analytical thinking

Team player

Strong communication

Problem solving

Initiative

Tools

MS Office

FBSI

XTRAC

Job description

Working Hours: 7:00-15:30

At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.

Job Description

Duration: 6-month fixed term contract

Working Hours: 7:00-15:30

At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.

The successful candidate will work within an exciting, fast-paced and growing Operations & Corporate Shared Services environment. Fidelity is a privately owned company, committed to innovation and to providing the best customer experience in financial services.

The Expertise We’re Looking For

• 0-2 years’ experience, preferably within financial services and/or a shared service model.
• Excellent PC skills (MS Office)

The Purpose of Your Role

The Account Management team accurately maintains new and existing brokerage accounts and all related features for the National Financial business unit. Representatives utilize multiple systems, (e.g. FBSI, XTRAC) to analyze account application and maintenance forms accurately and action them expeditiously.

The Skills You Bring

• Your attention to detail and 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 skills
• Ability to build and maintain business partner relationships
• Be motivated and show a desire to learn about the business and new technologies
• Be a team player with capability to help maintain a positive work environment

The Value You Deliver

• Analyzing account applications and maintenance forms in order to approve new accounts and features
• Demonstrating high attention to detail in reviewing new account and maintenance items
• Prioritizing and managing escalations/exceptions that are received from NF Client Managers and the teams’ US business partners
• Managing and reviewing documented client exception lists to ensure client-specific needs are met
• Participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures
• Recommending methods to ensure consistency and streamline procedures
• Maintain customer confidence and protect operations by keeping information confidential

How Your Work Impacts the Organization

Fidelity Institutional Operations and Services Group (OSG) provide superior customer service to Fidelity businesses through innovation, dedication and commitment to excellence. In operating divisions throughout the US and in offshore locations, OSG provide securities execution and clearance, information management and shareholder communications. Every day OSG perform tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions for institutional, retail, workplace and correspondent clients.

Closing Date

Closing date for applications is October 30th

Company Overview

Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals.

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.

Fidelity established an Ireland presence in 1996 and we currently employ over 1000 staff across IT and Operations & Corporate Shared Services, with offices in Dublin (Citywest) and Galway (Parkmore East).

For information about working at Fidelity, visit www.fidelityinvestments.ie.

Fidelity Investments is an equal opportunity employer.

Category

Brokerage Operations