Associate Billing Analyst
3 weeks ago
Job Description:
A Commission Analyst works closely with Pricing, Client Service Managers, Client Integration Analysts, Relationship Managers, and Correspondents teams to ensure commission schedules are set up accurately.
The Role
Commission plays a very important role in the way many correspondents maintain their businesses, charging commissions is our correspondents' major revenue generating system. It is the largest revenue producing mechanism for Clearing Correspondents.
To support the function mentioned above we analyze, build, test and implement all commission schedules for Clearing Correspondents.
The Expertise and Skills You Bring
* College degree in Business and the equivalent plus 5 years business experience in the financial services industry.
* 3 years of Fidelity Investment experience preferred
* 5 years of brokerage industry experience
* You have knowledge of trading
* You have strong organization, presentation and problem solving skills
* You have the ability to work closely with internal and external customers
* You have the ability to work independently and make time sensitive decisions
* You have prior experience with computer systems: Microsoft Outlook, Word, Excel, Generic Rules Engine (GRE) and FBSI knowledge
* You have strong leadership and communication skills
The Value You Deliver
* Providing Commission Schedule Implementation and Support by being responsible for interpreting requests, providing consultation, entering, and testing schedules.
* Act as point of contact for Clearing Client Service Managers, Clearing Client Integration Analysts, Clearing Relationship Managers, and Clearing Correspondents regarding commission schedule implementations.
* Educating Clearing Client Services, Clearing Client Integration and Clearing Relationship Management about the Policy and Procedures of commission implementation.
* Discussing audit trail for commission processing and variables that affect the final commission with Correspondents.
* Researching commission disputes and questions that may arise after schedules have been implemented.
* Collaborating with the System Department, Fidelity Retail Investment Service, Product/Project Managers and Administration and Government Affairs to determine development goals, market trends for commissions, prioritize commission enhancements, and review any legal ramifications of these new developments.
* Providing technical support and develop and maintain policies and procedures manuals for internal and external customers.
The Team
Work with the technology group to improve and enhance the system currently used by the Commission Analyst. Support new schedules installations for correspondents and project managers and act as a liaison for the correspondents to present enhancement requests.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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, detailed in this document, 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.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
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.
-
Associate Billing Analyst
2 months ago
Smithfield, United States Fidelity Investments, Inc. Full timeCommission plays a very important role in the way many correspondents maintain their businesses, charging commissions is our correspondents major revenue generating system. It is the largest revenue producing mechanism for Clearing Correspondents. To Analyst, Relationship Manager, Associate, Billing, Client Service, Service Manager, Technology
-
Billing Specialist
2 weeks ago
Smithfield, United States The Arc of Bristol County dba proAbility Full time**Responsibilities**: - Participate in contract rate negotiations with partnered and state insurance companies - Ensure timely authorizations and re-authorizations with insurance companies or state programs - Data entry of client information, insurance details, and service codes into billing software - Create and maintain Excel spreadsheets for billing...
-
Billing Specialist
7 days ago
Smithfield, Ohio, United States The Arc of Bristol County dba proAbility Full timeResponsibilities: Participate in contract rate negotiations with partnered and state insurance companies Ensure timely authorizations and reauthorizations with insurance companies or state programs Data entry of client information, insurance details, and service codes into billing software Create and maintain Excel spreadsheets for billing purposes Utilize...
-
Billing Specialist Job #1382
2 weeks ago
Smithfield, United States The Arc of Bristol County Full time**Responsibilities**: - Participate in contract rate negotiations with partnered and state insurance companies - Ensure timely authorizations and re-authorizations with insurance companies or state programs - Data entry of client information, insurance details, and service codes into billing software - Create and maintain Excel spreadsheets for billing...
-
Systems Analyst
2 weeks ago
Smithfield, United States JobRialto Full timeLocation: Smithfield, RI & Westlake, TX Description Client is your destination for discovering your next temporary role at Client. We are currently sourcing for a Systems Analyst to work in Client Workplace Investing business unit in Smithfield, R.I. 401k Record-keeping experience required!!f The Role The Workplace Investing Data Engineering and Exchange...
-
Senior Systems Analyst
3 weeks ago
Smithfield, United States Fidelity Investments Full timeJob Description: The Team We are seeking an exceptional Systems Analyst with Technical Leadership and passion for providing high-quality customer experiences for our clients and partners. You will be part of a team responsible for building HR & Payroll integration product offerings for the Workplace Solutions Doman. You will be working as a Senior Analyst on...
-
Legal Operations Analyst
3 weeks ago
Smithfield, United States Fidelity TalentSource Full timeLegal Operations Analyst Fidelity TalentSource is hiring a Legal Operations Analyst to work at Fidelity in Smithfield, RI! The Role You will be involved with the general administrative support of the team. This includes reviewing incoming legal documents, completing data capture, identifying any deadlines associated with all requests, telephone...
-
Legal Operations Analyst
3 weeks ago
Smithfield, United States Fidelity TalentSource Full timeLegal Operations Analyst Fidelity TalentSource is hiring a Legal Operations Analyst to work at Fidelity in Smithfield, RI! The Role You will be involved with the general administrative support of the team. This includes reviewing incoming legal documents, completing data capture, identifying any deadlines associated with all requests, telephone...
-
Senior Systems Analyst
4 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description:The Team We are seeking an exceptional Systems Analyst with Technical Leadership and passion for providing high-quality customer experiences for our clients and partners. You will be part of a team responsible for building HR & Payroll integration product offerings for the Workplace Solutions Doman. You will be working as a Senior Analyst on...
-
Senior Systems Analyst
3 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description:The Team We are seeking an exceptional Systems Analyst with Technical Leadership and passion for providing high-quality customer experiences for our clients and partners. You will be part of a team responsible for building HR & Payroll integration product offerings for the Workplace Solutions Doman. You will be working as a Senior Analyst on...
-
Senior Systems Analyst
3 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description:The Team We are seeking an exceptional Systems Analyst with Technical Leadership and passion for providing high-quality customer experiences for our clients and partners. You will be part of a team responsible for building HR & Payroll integration product offerings for the Workplace Solutions Doman. You will be working as a Senior Analyst on...
-
Senior Systems Analyst
7 days ago
Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full timeJob Description: The Team We are seeking an exceptional Systems Analyst with Technical Leadership and passion for providing high-quality customer experiences for our clients and partners. You will be part of a team responsible for building HR & Payroll integration product offerings for the Workplace Solutions Doman. You will be working as a Senior Analyst...
-
Systems Analyst
3 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I.The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to join...
-
Systems Analyst
4 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I. The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to join...
-
Systems Analyst
1 week ago
Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I.The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to join...
-
Systems Analyst
3 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I.The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to join...
-
Systems Analyst
1 month ago
Smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I. The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to...
-
Systems Analyst
3 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Analyst to work in Fidelity's Workplace Investing business unit in Smithfield, R.I. The Role The Workplace Investing Data Engineering and Exchange AI Delivery Chapter team is looking for a Systems Analyst to...
-
Legal Operations Analyst
4 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeLegal Operations Analyst Fidelity TalentSource is hiring a Legal Operations Analyst to work at Fidelity in Smithfield, RI! The Role You will be involved with the general administrative support of the team. This includes reviewing incoming legal documents, completing data capture, identifying any deadlines associated with all requests, telephone...
-
Legal Operations Analyst
3 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeLegal Operations Analyst Fidelity TalentSource is hiring a Legal Operations Analyst to work at Fidelity in Smithfield, RI! The Role You will be involved with the general administrative support of the team. This includes reviewing incoming legal documents, completing data capture, identifying any deadlines associated with all requests, telephone...
