Client Experience Transaction Specialist

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 42,000 - 62,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Transaction Service Representative to support custody client transaction processing in a fast-paced environment.

You will work in a collaborative pod with Money Movement, TOA and New Account teams, handling asset transfers, money movements, and new account maintenance while delivering accurate service and timely processing. Onsite work model with phased rollout across regions; candidates should be customer-focused, detail-oriented, and comfortable with

Qualifications

• Bachelor’s degree or 1 year of financial services experience preferred.
• Proven track record in high-volume, fast-paced data processing environment.
• Customer oriented and collaborative.

Responsibilities

• Process transaction requests for Fidelity advisor customers, including transfers of assets and money movement.
• Handle new account creation and maintenance with accuracy and timeliness.
• Work within a pod/service team and contribute to process improvements and teamwork.

Skills

Teamwork

Analytical thinking

Detail oriented

Self-motivation

MS Office

Education

Bachelor's degree

Job description

Fidelity Investments Inc. is seeking a Transaction Service Representative to support custody client transaction processing in a fast-paced environment.

You will work in a collaborative pod with Money Movement, TOA and New Account teams, handling asset transfers, money movements, and new account maintenance while delivering accurate service and timely processing. Onsite work model with phased rollout across regions; candidates should be customer-focused, detail-oriented, and comfortable with