Corporate Actions Senior Associate
Job Description
Job Description:
The Role
As a Senior Associate within the Operations and Service Group, you will provide superior service to our clients as part of the Corporate Actions Dividend team. The Dividend team is responsible for the allocation and reconciliation of dividend and interest distributions. The key function of this role is to ensure all distributions are processed timely and accurately, have the appropriate management oversight and are escalated as needed. Additional duties include assisting in project management responsibilities and partnering with the Client Service and Support teams. Individual is expected to be a key contributor to a positive and inclusive workplace environment and have a strong dedication to teamwork and shared success.
The Expertise and Skills You Bring
- Strong relationship building skills with a focus on our clients and internal business partners
- Initiative to tackle problems, improve processes and learn new functions
- Flexibility, adaptability, and a desire to work in a strong team-based environment
- Superior Customer Service skills
- Helping to develop and manage goals to effectively drive process and service improvement
- The ability to provide superior phone service to our clients in a fast-paced, time-sensitive environment
- Proficient in Excel
- 3 years of industry related experience in either a brokerage firm, bank, clearing firm or mutual fund company
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication, and commitment to excellence. The OSG Corporate Action Dividend Team provides operational excellence across the firm to various lines of business within the company. Our greatest asset is our people.
The base salary range for this position is $48,000-91,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
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. Note, the application window closes when the position is filled or unposted.
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.
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.
Certifications:
Category:
Brokerage OperationsJob Description:
The Role
As a Senior Associate within the Operations and Service Group, you will provide superior service to our clients as part of the Corporate Actions Dividend team. The Dividend team is responsible for the allocation and reconciliation of dividend and interest distributions. The key function of this role is to ensure all distributions are processed timely and accurately, have the appropriate management oversight and are escalated as needed. Additional duties include assisting in project management responsibilities and partnering with the Client Service and Support teams. Individual is expected to be a key contributor to a positive and inclusive workplace environment and have a strong dedication to teamwork and shared success.
The Expertise and Skills You Bring
- Strong relationship building skills with a focus on our clients and internal business partners
- Initiative to tackle problems, improve processes and learn new functions
- Flexibility, adaptability, and a desire to work in a strong team-based environment
- Superior Customer Service skills
- Helping to develop and manage goals to effectively drive process and service improvement
- The ability to provide superior phone service to our clients in a fast-paced, time-sensitive environment
- Proficient in Excel
- 3 years of industry related experience in either a brokerage firm, bank, clearing firm or mutual fund company
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication, and commitment to excellence. The OSG Corporate Action Dividend Team provides operational excellence across the firm to various lines of business within the company. Our greatest asset is our people.
The base salary range for this position is $48,000-91,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
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. Note, the application window closes when the position is filled or unposted.
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.
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.
Certifications:
Category:
Brokerage OperationsAbout Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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