Senior Representative, Transaction Processing

Fidelity Investments • Westlake, TX

2d • Hybrid

About The Position

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 Team Inbound processing provides imaging, data entry and check deposit services 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. Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made. Certifications: Category: Transaction Processing Most 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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

• High school diploma
• Minimum one-year experience in a data entry related role preferred
• Check processing experience preferred
• Excellent communication skills
• High attention to detail
• The ability to accurately key between 8,000-10,000 keystrokes per hour (assessed)
• Able to effectively multi-task
• Please be flexible and highly adaptive to change
• You bring a positive attitude and ‘can do’ approach to challenges
• Ability to learn and apply knowledge to make effective processing decisions
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Check processing experience preferred

Responsibilities

• Managing queue work and check reconciliation processes
• Reviewing deposit instructions and ensuring each transaction is executed appropriately
• Making timely and accurate deposits, regarding high-risk exception functions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees