Senior Representative, Client Experience

Job Description:

The Role

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 Transaction Service Representative (TSR) will work in a centralized Operations team which consists of Money Movement TOA and New Account/Maintenance associates. Associate will work on all operational requests submitted from Fidelity Custody Advisors and Service Teams ranging from fundamental/simple transactions to specialty/complex transactions and between multiple functions. The TSR will be expected to master the complex processing queues and will be responsible for the accurate and timely processing of the transaction requests ultimately providing a positive overall operational experience for those clients. The Senior Representatives are expected to analyze complex requests and process or communicate problems with the paperwork effectively. 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. Representatives are expected to consistently track and maintain performance metrics related to productivity and quality.

TheExpertiseAnd Skills You Bring

• Bachelors Degree or 1 year of financial or customer services experience preferred
• Proven track record in high volume high paced data centric processing environment
• Customer oriented
• Strong analytical skills
• 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.
• You have experience with Fidelity processing and workflow systems
• 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 Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & 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.

Certifications:

Category:

Most 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 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.