Senior Representative, Transaction Processing
Job Description
Job Description:
The Role
This position supports the centralized receipt of customer mail for Fidelity. The role leverages business partner requirements to receive, sort and deliver monetary and non-monetary items in Inbound Operations and across the Midwest campus. They also collect and prepare outbound packages for pick-up by external vendors. Accuracy and timeliness are important to meet all compliance and regulatory requirements.
The Skills You Bring
- Ability to complete assigned tasks both timely and accurately
- Strong organization skills with meticulous attention to detail
- Ability to work in a team environment
- Excellent written and verbal communication skills
- Highly motivated, self directed and an independent thinker
- Strong customer service skills
- Ability to complete work by prioritizing multiple tasks to meet tight time constraints
- Ability to navigate between multiple applications
- Flexibility / adaptive to change
- Ability to solve business related problems across functional and business lines
- Knowledge of Fidelity's applications and various Inbound applications
- Thorough understanding of Check and Stock acceptance rules, policies and procedures
- Working knowledge of MS Office including Excel, Outlook, Access database software, Internet
- Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units and external deposit institutions
- Work experience in a risk controlled environment
The Value You Deliver
- Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
- Consistent, knowledgeable measurement of the domain's performance and contribution to Fidelity's growth
- Role in developing multi-year plans, budgets, forecasts, and other ad hoc analyses that supports sound decision making for this unique enterprise level domain
- Working closely and collaboratively across PI and WI Finance
The Team
As a member of the team, you will sort incoming customer mail by zip +4 utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.
Certifications:
Category:
Transaction ProcessingMost 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.
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.
Job Description:
The Role
This position supports the centralized receipt of customer mail for Fidelity. The role leverages business partner requirements to receive, sort and deliver monetary and non-monetary items in Inbound Operations and across the Midwest campus. They also collect and prepare outbound packages for pick-up by external vendors. Accuracy and timeliness are important to meet all compliance and regulatory requirements.
The Skills You Bring
- Ability to complete assigned tasks both timely and accurately
- Strong organization skills with meticulous attention to detail
- Ability to work in a team environment
- Excellent written and verbal communication skills
- Highly motivated, self directed and an independent thinker
- Strong customer service skills
- Ability to complete work by prioritizing multiple tasks to meet tight time constraints
- Ability to navigate between multiple applications
- Flexibility / adaptive to change
- Ability to solve business related problems across functional and business lines
- Knowledge of Fidelity's applications and various Inbound applications
- Thorough understanding of Check and Stock acceptance rules, policies and procedures
- Working knowledge of MS Office including Excel, Outlook, Access database software, Internet
- Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units and external deposit institutions
- Work experience in a risk controlled environment
The Value You Deliver
- Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
- Consistent, knowledgeable measurement of the domain's performance and contribution to Fidelity's growth
- Role in developing multi-year plans, budgets, forecasts, and other ad hoc analyses that supports sound decision making for this unique enterprise level domain
- Working closely and collaboratively across PI and WI Finance
The Team
As a member of the team, you will sort incoming customer mail by zip +4 utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.
Certifications:
Category:
Transaction ProcessingMost 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.
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.
About 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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