Senior Representative, Transaction Processing

Job Description:

The Role

We are looking for someone who enjoys problem solving and working in a fast-paced office environment. Join us in Inbound Operations where you will be part of a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests. The team provides transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, efficient and innovative service solutions through hardworking associates and processing expertise.

You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end-to-end process.

The Value You Deliver

• Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions.

• Complete extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests.

The Expertise and Skills You Bring

• High school diploma or equivalent

• 2 years of transaction processing experience within a professional, fast paced, corporate environment.

• Work experience in a risk-controlled environment.

• You have excellent communication skills

• Your ability to work independently or on a team on specific tasks

• Your high attention to detail

• Your ability to work effectively with computer desktop applications

• Your ability to effectively multi-task

• You are flexible for business needs and highly adaptive to change

• You have a positive demeanor and ‘can do’ approach to challenges

• You possess the ability to learn and apply knowledge to make effective processing decisions

Certifications:

Category:

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.