Senior Representative Transaction Processing
Senior Representative Transaction Processing
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Not Disclosed
Salary Not Disclosed
1 Vacancy
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 nonmonetary items in Inbound Operations and across the Midwest campus. They also collect and prepare outbound packages for pickup by external vendors. Accuracy and timeliness are important to meet all compliance and regulatory requirements.
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.
The Expertise And Skills You Bring
- 25 years of transaction processing experience within a professional fast paced corporate environment preferably within Fidelity Investments
- 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 Fidelitys 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
- Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
- Consistent knowledgeable measurement of the domains performance and contribution to Fidelitys growth
- Role in developing multiyear 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
Note: Fidelitywill not provide immigration sponsorship forthis position.
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 ProcessingFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Required Experience:
Senior IC
Employment Type
Full-Time
