The Role
Do you enjoy problem solving and working in a fast-paced office environment? Join us in Inbound Operations where you will work on a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests.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. In this role, you will:
- 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
The Team
Inbound Specialized Processing provides indexing, document retrieval, correspondence processing and archiving services for multiple Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end to end operational efficiency strengthening Fidelity’s ability to provide a superior customer experience. 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.
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.
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.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.