Associate, Transfer Agent Operations

Fidelity • Westlake, TX

2d • $48,000 - $91,000 • Hybrid

About The Position

Associate – Transfer Agent Operations Westlake, TX, Jersey City, NJ The Role: Fidelity Stock Transfer is looking for an Associate to be part of an innovative team supporting our next-generation transfer agent operations. In your capacity, you will help foster productive customer interactions and help solve our customers’ business challenges while pairing with our new technology and our passion for excellent customer service. As a transfer agent associate, you will be part of a cross-functional team helping to map out existing operational processes, articulate customer pain points, identify best practices and together, imagine new ways to manage registered securities.

Requirements

• You are highly motivated, learn quickly and perform well under pressure and in a fast-paced environment
• You can demonstrate strong communication skills and are client focused
• Effective problem solving and decision making
• Risk mitigation through policy and procedural understanding
• You can multitask and prioritize requests and deliver timely and accurate solutions to clients and shareholders
• You can thrive in a team environment and demonstrate a willingness to assist other team members
• You bring intellectual curiosity and are committed to continuous learning and personal development
• Getting involved in new assignments, projects, and activities within the role in the Fidelity community is something you strive for
• College Degree required and/or 0-3 years experience in Financial Service or Transfer Agent Operations
• Proficiency with Microsoft office Word, Excel and other basic knowledge of other products within suite
• Effective written, verbal and listening skills
• Strong problem solving and decision-making skills

Responsibilities

• Ensure quality standards are enforced, met and compliant with regulatory mandates
• Apply department call model, policies, and procedures to evaluate interactions
• Critical thinking and ability to analyze data for trends
• Comply with all policies and procedures related to all aspects of TA Operations
• Ensure all key daily duties are performed timely and accurately
• Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
• Assist management in coaching and training of associates as needed
• Other duties as assigned by management

Benefits

• We offer a wide range of benefits 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level