Transaction Coordinator

5 days ago


Covington, Kentucky, United States Fidelity TalentSource LLC Full time

About the Role

Fidelity TalentSource LLC is seeking a skilled professional to join our Inbound Specialized Processing team as a Transaction Processor. This role is a key part of our business unit, supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests.

Key Responsibilities

  • Process correspondence requests by printing, retrieving, updating, reviewing, and mailing letters, forms, image copies, and/or original documents to enable completion of applicable customer transactions.
  • Conduct extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests.

Requirements

  • High school diploma or equivalent
  • 2 years of transaction processing experience within a professional, fast-paced, corporate environment
  • Work experience in a risk-controlled environment
  • Excellent communication skills
  • Ability to work independently or on a team on specific tasks
  • High attention to detail
  • Ability to work effectively with computer desktop applications
  • Ability to effectively multi-task
  • Flexibility for business needs and high adaptability to change
  • Positive demeanor and 'can-do' approach to challenges
  • Ability to learn and apply knowledge to make effective processing decisions

About the Team

Inbound Specialized Processing provides indexing, document retrieval, correspondence processing, and archiving services for multiple Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation, and end-to-end operational efficiency, strengthening Fidelity's ability to provide a superior customer experience.

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity's U.S.-based regional and investor center locations.



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