Trust Operations Representative - Wealth Client Experience
About The Position
The representative’s primary role is to provide back office support to Trust Reporting Services and Integrated Wealth Mgmt (IWM) product offerings. They will be asked to perform several operational functions to support both the brokerage function and the Trust product offerings including: cash and share reconciliation, risk report review, creation of monetary transactions, and workflow management. This individual will provide problem resolution support to IWS Service Teams and the various support groups. In addition, they will act as a liaison between FI, OSG and all internal business partners. The representative will be supporting our internal and external customers while interpreting, researching and resolving intermediate to complex mutual fund, brokerage and cross-product issues either by phone, email or additional correspondence. They will be processing complex customer requests and provide complete ownership of issues through to resolution, while establishing relationships with internal and external customers / business partners. Representatives will adhere to established standard FI policy and procedures, noting appropriate brokerage rules and regulations. They will be asked to participate in team initiatives on an ongoing basis, in addition participate in projects that maximizes new technology to increase operational efficiencies. All representatives will be asked to multi-task and thrive in a fast paced, constantly evolving environment.
Requirements
- Knowledge of Trusts; basic understanding of Principal and Income Accounting, Net Income Payments, and Below the Line Assets
- Strong familiarity with financial industry, with a good understanding of the Mutual Fund and Brokerage industry
- Ability to work in a fast-paced, team environment
- Strong written, verbal and interpersonal communication skills
- Time management (multi-tasking) skills
- Creative/forward-thinking
- Proficient with the Microsoft Office Products
Nice To Haves
- Knowledge of Fidelity systems preferred
Responsibilities
- Provide back office support to Trust Reporting Services and Integrated Wealth Mgmt (IWM) product offerings.
- Perform operational functions including cash and share reconciliation, risk report review, creation of monetary transactions, and workflow management.
- Provide problem resolution support to IWS Service Teams and various support groups.
- Act as a liaison between FI, OSG and all internal business partners.
- Support internal and external customers by interpreting, researching, and resolving intermediate to complex mutual fund, brokerage, and cross-product issues via phone, email, or other correspondence.
- Process complex customer requests and provide complete ownership of issues through to resolution.
- Establish relationships with internal and external customers/business partners.
- Adhere to established standard FI policy and procedures, noting appropriate brokerage rules and regulations.
- Participate in team initiatives and projects that maximize new technology to increase operational efficiencies.
- Multi-task and thrive in a fast-paced, constantly evolving environment.
Benefits
- Fidelity’s Onsite Working Model
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
