Transaction Coordinator
2 days ago
Fidelity TalentSource is seeking a highly skilled Transaction Processor to join our team in Westlake, Texas. As a key member of our Institutional Client Experience Division, you will be responsible for the accurate and timely processing of transaction requests for our National Financial Services (NFS) middle office outsource customers.
Key Responsibilities- Process transactions, including new account creation, account maintenance, money movement, and transfer of assets, with high accuracy and efficiency.
- Provide exceptional customer service through effective communication and timely resolution of issues.
- Analyze supporting documents to ensure compliance with legal requirements.
- Collaborate with cross-functional teams to optimize the client experience and drive high satisfaction, quality, and efficiency.
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.
- College degree or minimum 2 years of work-related experience preferred.
- Experience with Transfer of Assets, New Accounts, or Money Movement is highly preferred but not required.
- Detailed-oriented with strong analytical skills.
- Ability to work in a fast-paced, team environment, multitask, and work in multiple processing systems.
- Strong written, verbal, and interpersonal communication skills.
- Creative, open-minded, and motivated towards continuously improving the client experience.
Fidelity TalentSource 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 to fill assignments across Fidelity's U.S.-based regional and investor center locations.
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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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Transaction Coordinator
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Westlake, Ohio, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity TalentSource LLC is seeking a highly skilled and detail-oriented professional to join our team as a Transaction Processor. As a key member of our operations team, you will play a critical role in ensuring the accurate and timely processing of transactions for our clients.Key ResponsibilitiesProcess transactions in accordance with...
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Fund Operations Analyst IV
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Director, FFIO Global Product Solutions
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Director, FFIO Global Product Solutions
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