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<h3>Job Description:</h3>Target Class Start Date: September 8, 2025Are you customer focused and also strive to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes an immersive paid training during onboarding! **Associates in this role can work in Smithfield, RI or in Westlake, TX. The Role The Operations &amp; Services Group (OSG) Client Services division is seeking entry level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing. We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships. The Expertise/Skills You Bring <ul><li>2+ years of relevant experience in either call/contact center customer service and/or financial services operations </li></ul><ul><li>Excellent, proactive customer or client servicing skills, highly preferred </li></ul><ul><li>Experience working in a very dynamic environment managing competing priorities </li></ul><ul><li>Effective time management skills to meet deadlines </li></ul><ul><li>Self-motivated and has the desire to proactively take on additional responsibilities </li></ul><ul><li>Highly attentive to detail and organized, in order to execute on responsibilities efficiently </li></ul><ul><li>You are punctual, and demonstrate a strong dedication to attendance </li></ul><ul><li>You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes </li></ul><ul><li>You have phenomenal communication, influencing and problem-solving skills </li></ul><ul><li>Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines </li></ul><ul><li>You have the desire to identify areas of improvement and be a part of developing the plan to implement change </li></ul><ul><li>You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty </li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The Team We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM). <h3>Certifications:</h3><h3>Category:</h3>Brokerage OperationsFidelity’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.

Fidelity Investments

Representative, Client Services - September 2025 (Smithfield)

<h3>Job Description:</h3>The RoleThe Vice President of the Alternatives Investments Investor Relations Operations group team is a leader of a team that is currently staffed at 25 associates and is responsible for supporting the recordkeeping and transfer agent operations and services across various Fidelity alternative product portfolios and structures including Limited Partnerships, REIT, BDCs, Interval Funds and Crypto. You will work closely with multiple channels across Fidelity on product launches, while developing and enhancing processes specifically to support the operations, servicing, record keeping, tax reporting, analytics, and investor communications functions. Additionally, you will help to drive innovation to ensure the product line continues to meet the evolving needs of our customers.The ideal candidate has strong operational and service skills to support a wide range of product structures.<ul><li>Strong operational and customer service skills are required to ensure the team performs and executes flawlessly, meets all SLAs, and ensures quality goals are consistently met</li><li>Ability to innovate and develop technology and non-technology solutions to help drive scale and efficiencies across the platform</li><li>Puts the client and the client experience first</li><li>People development skills to support associate’s growth and development</li><li>Ability to work across multiple groups while building relationships</li><li>Familiarly with the various product and structures is a plus.</li><li>Vendor management</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree and 8+ years of financial industry experience</li><li>Ability to analyze data, identify opportunities, solve complex problems, and drive efficiencies</li><li>Direct managerial experience highly desired</li><li>Leads projects and develops strategic roadmaps to develop/enhance service models and workflows aligned with strategic vision.</li><li>Makes decisions based on long-term view of trends, issues, and business implications</li><li>Knowledge in the alternative investment fund industry, including the operational service aspects of alternatives, and across a wide range of product structures is a plus.</li><li>Series 99 or Series 24 is preferred, but not required</li></ul>The TeamAn Alternative Investments are a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.<h3>Certifications:</h3><h3>Category:</h3>Brokerage OperationsFidelity’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.

Vice President, Alternative Investment Investor Relations Operations

Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX and Smithfield, RI. The hourly pay rate for this position is $22.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients. The Role The Transaction Service Representative (TSR) will work within a "Pod" or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for those clients. The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. The Expertise and Skills You Bring <ul> <li>Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li>You think analytically and deliver solutions to complex challenges. </li><li>Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li>You have intermediate to advanced knowledge of Microsoft Office applications. </li><li>Your outstanding attention to detail </li><li>Your positive outlook </li><li>Your strong work ethic </li></ul> The Value You Deliver <ul> <li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills. </li></ul> Dynamic Working 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 all business days of every other week in a Fidelity office.

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