Account Management Representative

Dublin - Ireland

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Job Description:

Account Management Representative II

Location: Dublin

Duration:Permanent

Working Hours:7:00-15:30

At Fidelity we reward ambitious passionate individuals with a work environment that fosters diversity teamwork and collaboration as well asencouragesinnovative ideas and fresh thinking. We recognize the value that employees individual differences can contribute to the bright and strong future of our company.

The successful candidate will work within an exciting fast-pacedand growing Operations & Corporate Shared Services environment. Fidelity is a privately owned company committed to innovation andto providingthe best customer experience in financial services.

TheExpertiseWereLooking For

0-2 years experience preferably within financial services and/or a shared service model.

Excellent PC skills (MS Office)

ThePurposeof Your Role

The Account Management team accuratelymaintainsnew and existing brokerage accounts and all related features for the National Financial business unit.Representatives use multiple systemsto analyze account applicationsand maintenance forms accurately and action them expeditiously.

TheSkillsYou Bring

Your attention to detail and ability to quickly organize and prioritize multiple tasks

Your ability to take initiative and to work under tight deadlines in a dynamic team environment

Be analytical andpossessgoodproblem solvingskills

Be technically oriented with strong MS Office/PC skills

Your excellent written and verbal communication skills

Ability to build andmaintainbusiness partner relationships

Be motivated and show a desire to learn about the business andnew technologies

Be a team player with capability to helpmaintaina positive work environment

TheValueYou Deliver

Analyzing account applications and maintenance formsin order toapprove new accounts and features

Demonstrating high attention to detail in reviewing new account and maintenance items

Prioritizing and managing escalations/exceptions that are received from NF Client Managers and the teams US business partners

Managing and reviewing documented client exception lists to ensure client-specific needs are met

Participating in various projects and process improvement initiatives focused on improving the existing workflow qualityefficiencyand policy & procedures

Recommending methods to ensure consistency and streamline procedures

Maintain customer confidence and protect operations by keeping information confidential

How Your WorkImpactsthe Organization

Fidelity Institutional Operations and Services Group (OSG)providesuperior customer service to Fidelity businesses through innovationdedicationand commitment to operating divisions throughout the US and in offshore locations OSGprovidesecurities execution and clearance informationmanagementand shareholder communications. Every day OSGperformtens of thousands ofover-the-counter listed equities options bonds and mutual fund transactions for institutional retailworkplaceand correspondent clients.

Company Overview

Fidelity Investments is one of the worlds largest providers of financial services. Fidelity offers investment management retirement planning brokerage and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States the No. 1 provider of workplace retirement savings plans the largest mutual fund supermarket a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals.

At Fidelity we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want from the 23 million people investing their life savings to the 20000 businesses managing their employee benefits programs to the10000 advisors and institutions needing innovative technology solutions to invest their clients money. To do this well as a privately held company we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.

Fidelityestablishedan Ireland presence in1996and we currently employ over 1000 staff across IT and Operations & Corporate Shared Services with offices in Dublin (Citywest) and Galway (Parkmore East).

For information about working at Fidelity visit.

Fidelity Investments is an equal opportunity employer.

Category:

Brokerage Operations

Required Experience:

Unclear Seniority

Job Description:Account Management Representative IILocation: DublinDuration:PermanentWorking Hours:7:00-15:30At Fidelity we reward ambitious passionate individuals with a work environment that fosters diversity teamwork and collaboration as well asencouragesinnovative ideas and fresh thinking. We r...