Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.

The Role

Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our client experience within Fidelity’s Institutional Client Experience Division (FI CED). We are looking for a Representative who will be responsible for the accurate and timely processing of transaction requests for Fidelity’s National Financial Services (NFS) middle office outsource customers. Transactions include new account creation, account maintenance, money movement, and transfer of assets. Clients supported by this team include registered representatives/advisors and correspondent broker-dealer home offices. Your responsibilities will include:

• Meeting minimum productivity requirements
• Providing quality customer service through accurate and timely processing of written requests
• Analyzing supporting documents to confirm legal requirements have been met.
• Delivering effective written and verbal communication to appropriate business partners and customers when requests are not in good order.
• Gaining proficiency in additional operational processes as department needs require.
• Completing administrative records documenting time spent on different processes

The Expertise and Skills You Bring

• College degree or minimum 2 years of work-related experience preferred
• Brokerage Operations experience highly preferred
• Experience with Transfer of Assets, New Accounts or Money Movement is highly preferred but not required
• Detailed oriented with strong analysis skills
• Ability to work in a fast-paced, team environment, multitask and work in multiple processing systems
• Strong written, verbal, and interpersonal communication skills
• Strong time management skills
• Creative, open minded, and motivated towards continuously improve the client experience
• Ability to explain complex process or simplify terminology to customer/plans
• Strong understanding of customer base and service level agreements
• Ability to clearly articulate ideas to team, department, and other business units
• Ability to assess risk and translate business requirements to viable business solutions
• Strong service attitude

The Team

This dynamic team is a part of FI under the CED. The Team is responsible for supporting Fidelity’s National Financial Services (NFS) middle office outsource customers with timely processing of transactions and optimizing the client experience at Fidelity as it relates to Operations and Service to drive high satisfaction, quality and efficiency for both client and Fidelity.

COVID Work Policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic Working – Post Pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.