Representative, Client Experience

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 will not provide immigration sponsorship for this position.

Job Description:

Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients.

The Expertise We’re Looking For

• Bachelor’s Degree or 1 year of financial services experience preferred

• Proven track record in high volume, high paced data centric processing environment

• Customer oriented

The Purpose of Your Role

The Transaction Service Representative (TSR) will work within a Pod or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM).

The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance.

To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization.

The Skills You Bring

• Your ability to work well on teams and in fast-paced, cross-collaborative environments.

• You think analytically and deliver solutions to complex challenges.

• You take pride in your work and have a detail-oriented mindset.

• Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions.

• You have intermediate to advanced knowledge of Microsoft Office applications.

The Value You Deliver

• Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.

• Driving high satisfaction, quality and efficiency for both the client and Fidelity.

• Delivering superior results quickly and efficiently, utilizing effective time management skills.

• Driving innovation through curiosity and comprehensive understanding of business processes and challenges.

• Bringing energy and excitement to your role every day.

The Team

The Institutional service team resides within the Client Experience (CE) division. The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for our bank and trust custody clients. We handle new accounts, maintenance, transfer of assets (receives and deliveries), and cashiering.

How Your Work Impacts the Organization

The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing and Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.

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:

Category:

Brokerage Operations

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.