Senior Representative, Transaction Processing

Job Description:

The Role

As the CTC Representative in OSG Operations, 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 formats. 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.

• 100% onsite; this is not a hybrid or remote opportunity
• Most Holidays are required
• Shift: Monday, Tuesday, Thursday, Friday 6:00am-2:30pm; Sunday 5:00am-1:30pm

Note: Fidelity will not provide immigration sponsorship for this position.

Primary Responsibilities:

• 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.

The Expertise and Skills You Bring

• College degree preferred, High school diploma

• Two to five years of transaction processing experience within a professional, fast-paced corporate environment, preferably within Fidelity Investments

• High speed keying aptitude

• Ability to complete assigned tasks both timely and accurately

• Strong organizational skills with meticulous attention to detail

• Ability to work effectively in a team environment

• Excellent written and verbal communication skills

• Highly motivated, self-directed, and independent thinker

• Customer obsessed with each transaction handled

• 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

• Knowledge of Fidelity’s applications and various Inbound applications

• 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 Brokerage and Operations Technology 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 a 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!

Certifications:

Category:

Transaction Processing

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.