Transfer Agent Analyst

Fidelity • Westlake, TX

12d • $66,000 - $125,000

About The Position

Analyst –TA Operations Jersey City, NJ, Westlake, TX, Smithfield, RI The Role: Fidelity Stock Transfer is looking for an Analyst to be part of a team leading 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 analyst, 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

• College Degree required and/or 7-10 years experience in Financial Service Operations
• Strong knowledge of transfer agent operational processes, project management and SEC regulations; Tax knowledge and experience a plus
• Effective written, verbal and listening skills
• Strong problem solving and decision-making skills
• Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite
• 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
• Building and managing relationships with clients and internal business partners is a priority for you
• 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
• Facilitate and lead new assignments, projects, and activities within the role in the Fidelity community is something you strive for

Responsibilities

• Review and process customer transactions and account inquiries including but not limited to escalations
• Comply with all policies and procedures related to all aspects of TA Operations
• Ensure quality standards are enforced, met and compliant with regulatory mandates
• Ensure all key daily duties are performed timely and accurately
• Collaborate with aligning business partners to develop and create written procedures
• Ensure all procedures are updated to mitigate process risks
• Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
• Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
• Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
• Support and lead business initiatives and special projects
• Liaise with others to implement corporate strategy
• Cross train 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
• Number of Employees: 5,001-10,000 employees