Account Management Specialist 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

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.