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**Transaction Service Representative** Drive exceptional client experience in Fidelity's fast-paced, growing environment. As a Transaction Service Representative (TSR), you'll process advisor clients' transactions, including transfers, money movements, and account maintenance. Key responsibilities involve working within a pod-style service team, utilizing various Fidelity processing systems, and contributing to a positive work environment. This role requires a Bachelor's degree or one year of financial services experience, proven data-centric processing skills, customer orientation, and proficiency in Microsoft Office. The ideal candidate is detail-oriented, analytical, and thrives in a fast-paced, collaborative setting. Join this Institutional service team, driving service strategy for Fidelity Clearing and Custody Solutions' clients.
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Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients.
The Expertise Were Looking For
- Bachelors Degree or 1 year of financial services experience preferred
- Proven track record in high volume, high paced data centric processing environment
- Customer oriented
The Purpose of Your Role
The Transaction Service Representative (TSR) will work within a Pod or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM).
The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance.
To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization.
The Skills You Bring
- Your ability to work well on teams and in fast-paced, cross-collaborative environments.
- You think analytically and deliver solutions to complex challenges.
- You take pride in your work and have a detail-oriented mindset.
- Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions.
- You have intermediate to advanced knowledge of Microsoft Office applications.
The Value You Deliver
- Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.
- Driving high satisfaction, quality and efficiency for both the client and Fidelity.
- Delivering superior results quickly and efficiently, utilizing effective time management skills.
- Driving innovation through curiosity and comprehensive understanding of business processes and challenges.
- Bringing energy and excitement to your role every day.
The Team
The Institutional service team resides within the Client Experience (CE) division. The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for our bank and trust custody clients. We handle new accounts, maintenance, transfer of assets (receives and deliveries), and cashiering.
How Your Work Impacts the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing and Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Brokerage OperationsPlease be advised that Fidelitys 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.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. 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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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