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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.

Fidelity TalentSource

Transaction Processor

<h3>Job Description:</h3><h3>The Role</h3>Our Alternative Investments Managers are responsible for an end-to-end operations business that supports over $50B in customer assets. If you are passionate about coaching and leading approximately 10-15 associates to work hard in a faced paced environment, encouraging through a "can do" demeanor that drives key behaviors that help elevate business results, we have an opportunity for you. If you are a leader whose influence consistently makes a positive impact, this is a role where you can excel.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelors degree or equivalent work experience. Financial services/brokerage industry preferred</li><li>1+ years of people management experience is preferred</li><li>Alternative Investments experience is a major plus!</li><li>Series 7 or 99 license (or within 90 days of hire)</li><li>You know how to adapt and be flexible when the business changes</li><li>Ability to recognize connections across multiple levels of the business</li><li>Ability to grow and deepen industry relationships as well as with internal and external clients/customers thus playing a meaningful role in their overall experience</li><li>Seeing opportunities that will drive the business towards an outstanding digital experience</li><li>Implementing standards for optimized performance delivery, aligned with industry best practices</li><li>Partnering with Technology resources to ensure product rollouts will deliver maximum benefit to Fidelity</li><li>Carefully managing, supervising and reporting results along with assessing and mitigating risk</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul><h3>The Team</h3>The Alternative Investments team is responsible for an end-to-end operations business that supports over $50B in customer assets. Our Alternative Investments business is a complicated and nuanced product space with manual, industry wide processes in place to support transactional activity. If you can navigate these processes, introduce automation where applicable and you can ensure the ultimate client experience for our clients. We strive for you to provide leadership regarding subscription and redemption transaction processing.The base salary range for this position is $63,000-$100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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’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.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Fidelity Investments

Manager, Alternative Investments

<h3>Job Description:</h3>The RoleAlternative assets typically refer to investments that fall outside of the traditional asset classes commonly accessed by most investors, such as stocks, bonds, or cash investments. Due to their alternative nature, these investments may be less liquid than their traditional counterparts and may require a longer investment period before any material value is realized.The Alternative Investment, Senior Representative role at Fidelity responsible for processing client transactions accurately and expeditiously. Successfully handle high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. Closely monitor adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service.is responsible for processing distributions accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines along with a keen attention to detail. We are looking for talent in the following departments:<ul><li>The Reconciliation Team is tasked with reconciliation of Hedge Funds, non-publicly traded REITS, Funds of Funds, Private Investment Funds and other asset classes. The associate will also be responsible for handling research requests regarding account transactions and for resolving complex reconciliation issues in a timely manner.</li></ul><ul><li>The Distributions Team is tasked with paying out all dividends, returns of capital, reinvested shares and processing distribution election changes in a timely manner to mitigate risk and exposure to the organization.</li></ul>The Expertise &amp; Skills You Bring:<ul><li>College degree or equivalent work experience</li><li>1+ years of brokerage operations experience preferred</li><li>Customer Service experience required</li><li>Alternative Investments experience is a major plus</li><li>Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best service experience</li><li>Ability to identify the clients’ needs, clarify information, research every issue, and offer the best solutions and/or alternatives available</li><li>Strong organizational and time-management skills and the ability to prioritize decisions in a fast-moving environment</li><li>Ability to take initiatives to work on ad-hoc projects when required</li><li>Ability to work and build strong relationships across different teams within the organization</li><li>Handling inbound phone calls and emails from clients and assisting them with inquiries regarding AI Products</li><li>Identifying clients’ needs; clarifying information provided; researching their issues and providing appropriate solutions or alternatives to solve their queries</li><li>Providing clear and concise communication to internal and external business partners</li><li>Creating lifetime relationships and playing a meaningful role in the customer experience</li><li>Processing alternative investment transactions as required</li><li>Tracking and monitoring outstanding issues and providing timely updates to clients</li><li>Note: Fidelity will not provide immigration sponsorship for this position</li></ul>Please note: Fidelity will not provide immigration sponsorship for this position The TeamThe Alternative Investments Service space is nestled within the Operations &amp; Services Group (OSG) business unit and provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication, and commitment to excellence. Here, the Alternative Investment Senior Representative will be an integral part of a dynamic team that handles sophisticated products and provides resolution to queries that come your way via inbound phone calls or emails.Join us as a Service team Associate and you will be empowered and trained to resolve most issues for our clients and will act as the first point of contact to customers, providing a dedicated and balanced approach by building customer confidence and earning their trust!The base salary range for this position is $39,000-$61,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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’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.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Alternative Investments, Senior Representative

<h3>Job Description:</h3>The RoleDo you like to solve problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and strive to constantly be innovating? Do you have a passion for mathematics, analytics, and Excel? Do you have a desire to help research and resolve participants questions? If so, the Lead Pension Administrator role may be the role that is right for you!Under limited supervision, the Lead Pension Administrator will be responsible for processing and approving all types of calculations and transactions prior to mailing or finalizing payment. They also interact with many different groups within Fidelity.This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work.In addition to normal responsibilities, this individual will be charged with the following:<ul><li>Work directly with the Defined Benefit Managers to accomplish DB specific goals and initiatives.</li><li>Technical resource for the team and will assist in resolving client, and system issues</li><li>Provide review and approval of all participant calculations, disbursements and documentation may be the role that is right for you!</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent work experience</li><li>Solid grasp of Defined Benefits Administration and Defined Benefits systems</li><li>Strong mathematical, analytical, and intuitive skills including the ability to perform manual pension calculations using directions documents</li><li>Ability to work as a standout colleague while meeting individual timeliness, accuracy goals and quality standards</li><li>Strong interpersonal skills and attention to detail</li><li>Ability to mentor, train and coach team members</li><li>High integrity and discretion to ensure the confidentiality of private client and participant data</li><li>Strong written and verbal communication skills</li><li>Strong PC Software skills (i.e. Excel, Outlook, Word and Access)</li></ul>Value You DeliverThe Lead Pension Administrator must interact with a diverse group within Fidelity, which may include client contacts and participants, and is a key contributor to the team environment and services provided to Fidelity’s client base.<ul><li>Ability to perform moderate to high complexity calculations using just the plan rules with little additional instruction, ability to build own manual calc sheets, and high levels of accuracy in transaction processing</li><li>Acts as subject matter professional of end to end processing of calculations, participant issue resolutions, disbursements and data updates</li><li>Is accountable for logging and testing defects against various applications and systems including the calculation engine</li><li>Must demonstrate the ability to manage escalations as well as client critical issues and partner closely with the client facing team.</li><li>Mentors and trains new associates to build depth and strength throughout the team while assisting the Defined Benefit Managers with developing associate goals and completing annual reviews. Assists with updating client documentation and procedures</li><li>Leads participant and client request workflows, including researching and resolving sophisticated or critical customer issues</li><li>Assists with monitoring client specific Service Level Agreements (SLAs)</li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert</li><li>Proactively identifies client and participant trends and works with various internal business partners to arrive at customer-centric solutions</li><li>Provides support for project related tasks</li><li>Supports monthly testing of various systems upgrades and releases</li><li>Participates in special departmental projects</li><li>Provides back up support to DB Manager as needed</li></ul>The TeamYou will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients!<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.

Lead Pension Administrator - Core Market Defined Benefits

<h3>Job Description:</h3>The RoleIn Workplace Investing, the Senior Pension Analyst blends deep Defined Benefit domain expertise with a passion for teamwork, innovation and client management. This role is primarily responsible for establishing a team environment by providing direct leadership, technical expertise and workflow management to associates assigned to their defined benefit clients serviced from a consultative perspective. In addition, the Senior Analyst will support the strategic direction of the business, lead highly complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions &amp; change orders. The Senior Analyst will also engage with other lines of business on projects that affect other Defined Benefit products and services.We are looking for someone to join our great team of professionals, who enjoy a fast-paced environment, and can provide quality work and a best-in-class client/customer experience.The Senior Pension Analyst plays an integral role in operational analytics, workflow, team leadership, and project management for client projects and internal initiatives. This role will serve as a team leader assisting in associate development, workflow management and operational quality assurance. They will assist Client Managers and Sr. Leaders with initiatives throughout the year, including but not limited to, improvement in execution, change control, and financial improvement.The Expertise and Skills You Bring<ul><li>Bachelor Degree or equivalent work experience</li><li>5-10+ years of defined benefit/pension plan administration experience</li><li>Experience in Project Management and/or Analytics</li><li>Ability to balance day to day management of several projects related responsibilities and tasks including highly prioritized requests.</li><li>Strong mathematical and analytical skills including ability to perform complex manual calculations.</li><li>Proficient with Microsoft Excel, Access and working experience with data analytics</li><li>Client Management experience</li><li>You have critical thinking and problem solving skills. You are a leader with self-motivation and determination to succeed and ability to coach and mentor others</li><li>You must be technically inclined with application experience and competence including proficiency with various Defined Benefit Plan structures, complex calculations and data (e.g., Excel, Word, Access, etc.).</li><li>Good communication, both verbal and written; ability to implement/facilitate change. Forward looking, analytic, continuous improvement mentality</li><li>Demonstrate a mix of analytics and technical skills. Ability to run queries, analyze and organize large amounts of data and identify root cause and work towards solutions</li><li>Project consulting experience including requirement discovery and solution design</li><li>You have a solid ability to balance, prioritize multiple projects and understanding of risk management and time management</li><li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li></ul>The Value You Deliver<ul><li>Analyze, lead and drive operational services and efficiencies to our clients and organization’s bottom line.</li><li>Provide leadership on ad hoc client or internal projects that will require critical thinking and self-direction.</li><li>Provide information and advice on Plan documentation discrepancies and/or guidelines, e.g. data, provisional, or other plan/client issues.</li><li>Analyze, review, and guide client teams to the resolution of escalated client or participant issues.</li><li>Where applicable, serve as the day-to-day contact for issues to clients and participant for problem resolution, transaction issues, and data questions. Facilitate and/or participant in client meetings</li><li>Serve as a team leader and expert guide on multiple client plan processes, procedures and calculations. Maintain client direction documents</li><li>Own and analyze operational issues and recommend business solutions, based on knowledge of client’s plan design and system functionality. Work with internal teams to identify, analyze, and implement process and procedural changes based on new regulatory amendments and/or administrative improvements.</li><li>Play a significant role in implementation, corporate actions and/or other special projects in addition to the provision of ongoing services. Ensure defects are identified, corrected and tested.</li><li>Serve as an essential role model and coach to entire operational team and assist in their development and skills.</li></ul>The TeamThis role will reside within Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and overseeing the day to day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale &amp; efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.<h3>Certifications:</h3><h3>Category:</h3>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.

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