Representative, Client Experience
About The Position
The Transaction Service Representative (TSR) will work in a centralized Operations team, which consists of Money Movement, TOA, and New Account/Maintenance associates. The Associate will work on all operational requests submitted from Fidelity Custody Advisors and Service Teams, ranging from fundamental/simple transactions to specialty/complex transactions and between multiple functions. The TSR will be expected to master the fundamental and essential processing queues and will be responsible for the accurate and timely processing of the transaction requests, ultimately providing a positive overall operational experience for those clients. 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.
Requirements
- Bachelor’s Degree or 1 year of financial services experience preferred
- Proven track record in high volume, high paced data centric processing environment
- Customer oriented
- Ability to work well on teams and in fast-paced, cross-collaborative environments
- Analytical thinking and ability to deliver solutions to complex challenges
- Detail-oriented mindset
- Eagerness to learn driven by self-motivation, curiosity, and ability to ask questions
- Intermediate to advanced knowledge of Microsoft Office applications
Nice To Haves
- Working knowledge of several Fidelity processing and workflow systems.
Responsibilities
- Assist in servicing and processing transactions for Custody clients.
- Process operational requests submitted from Fidelity Custody Advisors and Service Teams.
- Master fundamental and essential processing queues.
- Ensure accurate and timely processing of transaction requests.
- Provide a positive overall operational experience for clients.
- Contribute to a positive workplace environment and process improvement.
- Demonstrate a strong commitment to teamwork and shared success.
- Own professional development plan and acquire additional skills for growth and contribution.
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
