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<h3>Job Description:</h3>Job Title: CTC Senior Representative, Transaction Processing II-SHIFT &amp; SBO ELIG, OSG Operations (Customer Transaction Center) – Grade 2Overview: 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.Primary Responsibilities:<ul><li>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.</li><li>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.</li><li>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.</li><li>Identify and support workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations, and driving process efficiencies through change management.</li><li>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.</li></ul>QualificationsEducation and Experience:<ul><li>College degree preferred, High school diploma</li><li>Two to five years of transaction processing experience within a professional, fast-paced corporate environment, preferably within Fidelity Investments</li></ul>Skills and Knowledge:<ul><li>High speed keying aptitude</li><li>Ability to complete assigned tasks both timely and accurately</li><li>Strong organizational skills with meticulous attention to detail</li><li>Ability to work effectively in a team environment</li><li>Excellent written and verbal communication skills</li><li>Highly motivated, self-directed, and independent thinker</li><li>Customer obsessed with each transaction handled</li><li>Ability to prioritize multiple tasks to meet tight deadlines</li><li>Proficiency in navigating multiple applications</li><li>Flexibility and adaptability to change</li><li>Problem-solving skills across functional and business lines</li><li>Knowledge of Fidelity’s applications and various Inbound applications</li><li>Working knowledge of MS Office, including Excel, Outlook, Access database software, and the Internet</li><li>Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units, and external deposit institutions</li><li>Experience working in a risk-controlled environment</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. About 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!<h3>Certifications:</h3><h3>Category:</h3>Transaction ProcessingFidelity’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.

Fidelity Investments

Senior Representative, Transaction Processing

<h3>Job Description:</h3>The RoleThis position supports the centralized receipt of customer mail for Fidelity. The role leverages business partner requirements to receive, sort and deliver monetary and non-monetary items in Inbound Operations and across the Midwest campus. They also collect and prepare outbound packages for pick-up by external vendors. Accuracy and timeliness are important to meet all compliance and regulatory requirements.As a member of the team, you will sort incoming customer mail by zip +4 utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.,The Expertise And Skills You Bring<ul><li>2-5 years of transaction processing experience within a professional, fast paced, corporate environment, preferably within Fidelity Investments</li><li>Ability to complete assigned tasks both timely and accurately</li><li>Strong organization skills with meticulous attention to detail</li><li>Ability to work in a team environment</li><li>Excellent written and verbal communication skills</li><li>Highly motivated, self directed and an independent thinker</li><li>Strong customer service skills</li><li>Ability to complete work by prioritizing multiple tasks to meet tight time constraints</li><li>Ability to navigate between multiple applications</li><li>Flexibility / adaptive to change</li><li>Ability to solve business related problems across functional and business lines</li><li>Knowledge of Fidelity’s applications and various Inbound applications</li><li>Thorough understanding of Check and Stock acceptance rules, policies and procedures</li><li>Working knowledge of MS Office including Excel, Outlook, Access database software, Internet</li><li>Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units and external deposit institutions</li><li>Work experience in a risk controlled environment</li><li>Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity</li><li>Consistent, knowledgeable measurement of the domain’s performance and contribution to Fidelity’s growth</li><li>Role in developing multi-year plans, budgets, forecasts, and other ad hoc analyses that supports sound decision making for this unique enterprise level domain</li><li>Working closely and collaboratively across PI and WI Finance</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamAs a member of the team, you will sort incoming customer mail by zip +4 utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.<h3>Certifications:</h3><h3>Category:</h3>Transaction ProcessingFidelity’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.

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