Financial Services Associate

6 days ago


Albuquerque, New Mexico, United States Fidelity TalentSource LLC Full time
About Fidelity TalentSource

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. Our team is dedicated to delivering high-quality service solutions through talented associates and processing expertise.


The Role: Transaction Processor

This role provides transaction services to each of Fidelity's distribution channels by supporting multiple business unit return mail processes such as 401k, Defined Benefits, Health and Wellness, Retail Lost Shareholder, and many more.

You will be part of a fast-paced office environment where problem-solving and effective communication are essential skills.


Key Responsibilities:
  • Process transactions efficiently and accurately with attention to detail
  • Review multiple databases to confirm if addresses still match or have been updated previously
  • Manage queue work effectively

Requirements and Qualifications:
  • 2 years' experience in a role requiring solid interpersonal skills
  • High school diploma
  • Minimum of 1 year experience in a data entry related role
  • Excellent communication skills
  • Ability to accurately key between 8,000-10,000 keystrokes per hour
  • Ability to effectively multi-task
  • Flexibility and adaptability to change
  • Positive attitude and 'can do' approach to challenges

Estimated Salary Range:

$45,000 - $60,000 per annum based on location and experience


About Working at Fidelity

Fidelity Investments values its employees and offers a supportive and collaborative culture. We believe that diversity and inclusion are essential to our success and strive to build an enduring culture of inclusion and belonging.

We are an equal opportunity employer and welcome applications from candidates with disabilities who require adjustments to participate in the application or interview process.



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