Senior Representative, Transaction Processor

Fidelity; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity is seeking a Senior Representative, Transaction Processing within the Inbound Operations unit. The role supports back-office processing, including data extraction and document handling across central, remote, and electronic channels on the Data Capture or PF I team.

Required: HS diploma; pref. college degree. The position emphasizes SME support, queue management, and process improvements in a risk-controlled environment, with an onsite working model in the United States.

Qualifications

• College degree preferred; high school diploma required.
• 1+ years experience with transaction processing in a fast-paced corporate environment.
• Familiarity with Fidelity's applications including HyperScience or ICs Application.
• Ability to identify IGO/NIGO and route documents accordingly.
• Experience with customer data research using Fidelity mainframes/databases.
• SME support and training duties; monitor multiple work queues.
• Experience in a risk-controlled environment.

Responsibilities

• Identify and classify customer transactions for IGO/NIGO status.
• Route documents by type and workflow queue using partner rules.
• Research customer data on Fidelity mainframes to support routing.
• Assist team members as SME and provide training.
• Monitor and ensure timely completion of work queues.
• Support process improvements and change management.
• Perform end-of-day reviews of processing queues.

Skills

Strong organizational skills

Customer service excellence

Multitasking & prioritization

MS Office proficiency

Team collaboration

Education

High school diploma

College degree preferred

Tools

HyperScience

ICs Application

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description

The Role

As the Senior Representative, Transaction Processing rep, you will play a critical role within Fidelity's Inbound Operations business unit. This position involves supporting a diverse range of back-office operations, including data extraction and document processing through multiple input channels-central scan, remote scan, and electronic channels on either the Data Capture or Prep from Image (PFI) team. The Inbound team delivers transaction services across all of Fidelity's distribution channels, driving the company's growth with high-quality, cost-effective, and innovative service solutions. Our success is built on the expertise and dedication of our talented associates.

The Experience and Skills You Bring

College degree preferred, High school diploma required

• 1plus yrs experience with transaction processing experience within a professional, fast-paced corporate environment
• Knowledge of Fidelity's applications and various Inbound applications including HyperScience or ICs Application preferred
• Perform document identification, classification, and review of customer-supplied transactions to determine in-good-order (IGO) or not-in-good-order (NIGO) status. Utilize specific business partner rules to prioritize and facilitate document routing by transaction type and workflow processing queues.
• Conduct customer-related research using Fidelity mainframes and/or databases to locate, analyze, and supply data elements required for transaction routing, indexing, and image retrieval purposes.
• Serve as a subject matter expert (SME) by assisting team members with resolving complex processing issues, providing training, and conducting secondary process reviews. Independently monitor multiple work queues to ensure the accurate and timely completion of customer transactions.
• Identify and support workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations, and driving process efficiencies through change management.
• Ensure the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues.
• Track and enter time and volume-related data to demonstrate processing compliance and ensure reporting accuracy.

High speed keying aptitude

• Strong organizational skills with meticulous attention to detail
• Ability to work effectively in a team environment
• Highly motivated, self-directed, and independent thinker
• Highly skilled in customer service
• Ability to prioritize multiple tasks to meet tight deadlines
• Proficiency in navigating multiple applications
• Flexibility and adaptability to change
• Problem-solving skills across functional and business lines
• Working knowledge of MS Office, including Excel, Outlook, Access database software, and the Internet
• Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units, and external deposit institutions
• Experience working in a risk-controlled environment

The Team

As part of the Fidelity Wealth, Operations and Services (OSG) group, the Inbound Processing team is the backbone of transaction processing for the firm. We provide imaging, data entry, and document processing services for several Fidelity business units. Our knowledgeable team and comprehensive solutions emphasize quality, risk mitigation, and end-to-end operational efficiency, bolstering Fidelity's ability to deliver superior customer experience. If you thrive on continuous improvement, exceptional customer service, and team development, the role of CTC Senior Representative, Transaction Processing, OSG Operations, may be ideal for you!

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:

Transaction Processing 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.