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The Role Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a business unit supporting a broad range of customer activities such as check depositing and document processing. As our Transaction Processing Representative, you will provide transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise. The Experience &amp; Expertise You Bring <ul> <li>High school diploma </li><li>Minimum one-year experience in a data entry related role </li><li>Check processing experience preferred </li><li>Excellent communication skills </li><li>High attention to detail </li><li>The ability to accurately key between 8,000-10,000 keystrokes per hour (assessed) </li><li>Able to effectively multi-task </li><li>Please be flexible and highly adaptive to change </li><li>You bring a positive attitude and ‘can do’ approach to challenges </li><li>Ability to learn and apply knowledge to make effective processing decisions </li><li>Managing queue work and check reconciliation processes </li><li>Reviewing deposit instructions and ensuring each transaction is executed appropriately </li><li>Making timely and accurate deposits, regarding high-risk exception functions </li></ul> Please note we are hiring for a weekly shift that is from Monday-Friday. Fidelity will not provide immigration sponsorship for this position. The Team Inbound processing provides research and data entry for several 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 superior customer experience. Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week. The hourly pay rate range for this position is $20-$22 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Fidelity TalentSource

Transaction Processor

Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Covington, KY! The hourly pay rate range for this position is $22 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Role will start at 3 months, but is extendable based on performance and other factors Monday-Friday, available shift is from 8:00 AM - 6:30 PM ET (an 8-hour shift within that timeframe). The Role Do you enjoy 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. 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: <ul> <li>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. </li><li>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. </li></ul> 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 Expertise and Skills You Bring <ul> <li>High school diploma or equivalent </li><li>2 years of transaction processing experience within a professional, fast paced, corporate environment. </li><li>Work experience in a risk-controlled environment. </li><li>You have excellent communication skills </li><li>Your ability to work independently or on a team on specific tasks </li><li>Your high attention to detail </li><li>Your ability to work effectively with computer desktop applications </li><li>Your ability to effectively multi-task </li><li>You are flexible for business needs and highly adaptive to change </li><li>You have a positive demeanor and ‘can do’ approach to challenges </li><li>You possess the ability to learn and apply knowledge to make effective processing decisions </li></ul> 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.

<h3>Job Description:</h3>The Fidelity YOU Program is an early career program experience crafted to prepare individuals for a career in operations. Participants are placed in a full-time position and assimilate into their business team on day 1. The Fidelity YOU program kicks off in week 2 with a week long onboarding and teambuilding event in Westlake, Texas.Upon completion of the robust 2 week on-boarding experience, participants begin training for their full-time role and come together monthly with their cohort for business unit networking and learning sessions focused on building skills and capabilities. As of week 3, you will be training in your business unit role while attending monthly development for the first two years.Fidelity YOU is crafted to support recent graduates in their assimilation to our culture and provides numerous opportunities throughout the 24 month experience for networking, relationship building and accelerated learning. The program meets the learner where they are and provides experiences for associates to learn and apply their newly developed skills in a safe cohort environment. The program experience provides associates with the tools and resources needed to build a robust career in operations.The Skills You Bring<ul><li>The program starts in June 2026, and will require a bachelor's degree</li><li>The ability to interpret sophisticated client requests and communicate clearly</li><li>Outstanding problem-solving ability and analytical skills</li></ul>Program HighlightsThe following business areas participate in the program. You will be hired into your full-time role on day 1 and participate in Fidelity YOU’s 2 week onboarding. Post onboarding, the cohort will come together for 4 hours monthly for 24 months – providing ongoing opportunities to accelerate your skill development and expand your network across our operations community - all in support of helping you build a career in operations.<ul><li>Operations and Services Group (OSG) (Covington, KY, Westlake, TX): provides back-office support functions for a registered broker dealer that provides systems support, operational services, information management and financial products to retail and institutional customers worldwide. This includes responding to inbound calls, performing trade execution, and acting as a client advocate throughout the Fidelity organization.</li><li>Client Experience (CE) (Westlake, TX): provides service and operational support to clients including addressing client inquiries regarding: Transfer of Assets, New Accounts, and Money Movement. The Client Experience organization is committed to delivering innovative client experience solutions across our platforms, products and services.</li><li>Brokerage (Westlake, TX and Covington, KY): supports Fidelity’s Personal Investment associates and Retail clients with new accounts, account features, money movement and other needs. PI is dedicated to pursing accurate and swift execution of every client request.</li></ul>The Value You Deliver<ul><li>Relationship building opportunities with numerous teams within Fidelity to service our clients while supporting divisional business needs with a “client first” mentality</li><li>Delivering accurate results quickly and efficiently applying effective time management skills.</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges.</li><li>Supporting clients using various problem-solving techniques and ensuring quality of service.</li><li>Maintaining a consistent daily workflow, gaining industry knowledge and building professional skills</li></ul>Our Commitment to You<ul><li>Student loan assistance and tuition reimbursement for eligible employees</li><li>Up to 23 days of paid time off per calendar year (based on years of service) plus 8 paid Federal holidays</li><li>Opportunities to volunteer and give to your local community during work hours</li><li>Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias</li><li>To learn about additional benefits, click: <a href="https://jobs.fidelity.com/benefits/" target="_blank">https://jobs.fidelity.com/benefits/</a></li></ul><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations, Business Analysis, Compliance, OperationsMost 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.

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