Posted 13 days ago
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**Senior Representative, Transaction Processing:** - Lead Fidelity's Inbound Operations, processing transactions via central scan, remote scan, and electronic channels. - Min. 1 year experience in transaction processing, knowledge of Fidelity & Inbound apps preferred. - Responsibilities: document processing, data extraction, queue management, SME support, process improvements, and administrative tasks. - Required skills: high speed keying, attention to detail, strong organizational skills, teamwork, adaptability, and proficiency in MS Office. - Support high-quality, cost-effective, and innovative service solutions across Fidelity's distribution channels.
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Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
As the Senior Representative, Transaction Processing rep, you will play a critical role within Fidelitys Inbound Operations business unit. This position involves supporting a diverse range of back-office operations, including data extraction and document processing through multiple input channelscentral scan, remote scan, and electronic channels on either the Data Capture or Prep from Image (PFI) team. The Inbound team delivers transaction services across all of Fidelitys distribution channels, driving the company's growth with high-quality, cost-effective, and innovative service solutions. Our success is built on the expertise and dedication of our talented associates.
The Experience and Skills You Bring
- College degree preferred, High school diploma required
- 1plus yrs experience with transaction processing experience within a professional, fast-paced corporate environment
- Knowledge of Fidelitys applications and various Inbound applications including HyperScience or ICS Application preferred
- Perform document identification, classification, and review of customer-supplied transactions to determine in-good-order (IGO) or not-in-good-order (NIGO) status. Utilize specific business partner rules to prioritize and facilitate document routing by transaction type and workflow processing queues.
- Conduct customer-related research using Fidelity mainframes and/or databases to locate, analyze, and supply data elements required for transaction routing, indexing, and image retrieval purposes.
- Serve as a subject matter expert (SME) by assisting team members with resolving complex processing issues, providing training, and conducting secondary process reviews. Independently monitor multiple work queues to ensure the accurate and timely completion of customer transactions.
- Identify and support workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations, and driving process efficiencies through change management.
- Ensure the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues.
- Track and enter time and volume-related data to demonstrate processing compliance and ensure reporting accuracy.
- High speed keying aptitude
- Strong organizational skills with meticulous attention to detail\
- Ability to work effectively in a team environment
- Highly motivated, self-directed, and independent thinker
- Highly skilled in customer service
- Ability to prioritize multiple tasks to meet tight deadlines
- Proficiency in navigating multiple applications
- Flexibility and adaptability to change
- Problem-solving skills across functional and business lines
- Working knowledge of MS Office, including Excel, Outlook, Access database software, and the Internet
- Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units, and external deposit institutions
- Experience working in a risk-controlled environment
The Team
As part of the Fidelity Wealth, Operations and Services (OSG) group, the Inbound Processing team is the backbone of transaction processing for the firm. We provide imaging, data entry, and document processing services for several Fidelity business units. Our knowledgeable team and comprehensive solutions emphasize quality, risk mitigation, and end-to-end operational efficiency, bolstering Fidelitys ability to deliver superior customer experience. If you thrive on continuous improvement, exceptional customer service, and team development, the role of CTC Senior Representative, Transaction Processing, OSG Operations, may be ideal for you!
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:
Transaction ProcessingPlease 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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