Workleader

Job Description:

The Role

We are seeking a motivated and detail-oriented individual to join the Inbound Prep from Image (PFI) team. In this leadership role, you will support multiple Fidelity business units by performing data capture, form recognition, and customer validation on electronic documents and checks. Your focus will be on ensuring accuracy, security, and customer satisfaction. As a Workleader, you will guide the team’s daily operations and collaborate with other leads across PFI to meet service level agreements (SLAs) and drive process excellence.

The Expertise and Skills You Bring

• Familiarity with Fidelity systems such as Focus Point, XTRAC, FDOT, and Service Center Desktop

• Minimum of 1 year of experience in a fast-paced operations environment

• Strong self-motivation and ability to thrive in a team-oriented setting

• Proven ability to manage tasks with accuracy and timeliness

• Excellent verbal and written communication skills

• Strong organizational skills with the ability to prioritize and manage multiple tasks under tight deadlines

• Proficiency in navigating multiple applications and systems

• Working knowledge of Microsoft Office tools (Excel, Outlook, Word, etc.)

• Critical thinking and problem-solving abilities

• Flexibility to adjust work hours as needed, including early arrivals, late departures, or occasional weekend support

• High attention to detail and ability to maintain focus for extended periods

• Ability to multitask and collaborate effectively with other team leads

• Strong cross-site communication and coordination skills

• Willingness to learn, grow, and take on new challenges

• Leadership capability to guide and support associates

• Understanding of end-of-day processes and a willingness to learn and support them

• Desire to learn the full process and eventually coach others• Commitment to partnering with fellow Workleaders/Managers to improve processes and

meet completion goals across Inbound

The Team

The Inbound team plays a critical role in safeguarding customer assets by accurately and efficiently processing incoming transactions. Supporting all Fidelity business units, the team handles form recognition and data capture on documents and checks submitted electronically. All processing is completed in alignment with internal service goals and regulatory requirements to ensure timely and accurate transaction handling.

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.