Associate Billing Analyst
2 weeks ago
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
- 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:
Category:
Finance
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).
-
Associate Billing Analyst
1 week ago
Smithfield, United States Fidelity Investments Full timeJob 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...
-
Associate Billing Analyst
3 days ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob 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...
-
Associate Billing Analyst
2 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob 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 RoleCommission plays a very important role in the way many correspondents maintain their businesses, charging commissions is our...
-
Associate Financial Analyst
5 days ago
Smithfield, United States Fidelity Investments Full timeAssisting in the preparation and presentation of the monthly P&L and financial package and other reporting required by the annuity/insurance product division and broader Wealth organization. Working with finance colleagues and business partners to de Financial Analyst, Associate, Financial, Analyst, Business Partner, Banking
-
Senior System Analyst
1 week ago
Smithfield, United States Fidelity Investments Full timeJob Description: Job title Senior Systems Analyst The Role Do you want to make a difference in our customers’ lives and work with a highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity Institutional? We are looking for a Senior Systems Analyst who will drive the end user experience with your...
-
Senior System Analyst
5 days ago
Smithfield, United States Fidelity Investments Full timeJob Description: Job title Senior Systems Analyst The Role Do you want to make a difference in our customers’ lives and work with a highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity Institutional? We are looking for a Senior Systems Analyst who will drive the end user experience with your...
-
Senior Proposal Analyst
2 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeSenior Proposal Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Proposal Analyst to work in Smithfield, RI! The Role The Senior Proposal Analyst plays a key role in the organization’s asset growth and retention efforts by providing end-to-end...
-
Business Analyst
4 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeSenior Business Analyst As part of an Agile squad, the Analyst will be examining business systems and processes to identify user needs, document requirements, and address operational issues. They will collaborate with a Squad Leader to build, prioritize and maintain product backlog in order to focus the team on delivering business solutions with the...
-
Financial Analyst
2 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description:The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts.The Financial Analyst is part of a...
-
Business Analyst, Customer Solutions
2 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description:The RoleAre you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? As a Business Analyst in Fidelity s Workplace Investing Customer Solutions Chapter, you will be a member of an...
-
Senior Business Analyst, Customer Solutions
2 weeks ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description:The Role Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class product experience that helps them in financial planning, investing, and retirement solutions? As a Senior Business Analyst in Fidelity s Workplace Investing Customer Solutions Chapter Team Denali,...
-
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description: Financial Analyst, WI/HCG Central Finance Role The Financial Analyst role is a member of the WI/HCG Data Strategy & Costing Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial reporting and analysis to our business partners. The primary objective of the role will be to provide a broad range of reporting...
-
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description: Financial Analyst, WI/HCG Central Finance Role The Financial Analyst role is a member of the WI/HCG Data Strategy & Costing Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial reporting and analysis to our business partners. The primary objective of the role will be to provide a broad range of reporting...
-
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description: Financial Analyst, WI/HCG Central Finance Role The Financial Analyst role is a member of the WI/HCG Data Strategy & Costing Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial reporting and analysis to our business partners. The primary objective of the role will be to provide a broad range of reporting...
-
System Analyst
1 month ago
Smithfield, United States Planet Technology Full timeDuration - 9 monthsLocation - Smithfield, RI - Mon-Thu onsite - Fri remoteConfiguration Analyst - Smithfield, RIThis position is an entry to mid- level position responsible for the analysis, design, testing and implementation of configuration changes to support business requirements. In addition, this position is responsible for identifying areas of...
-
System Analyst
4 weeks ago
Smithfield, United States Planet Technology Full timeDuration - 9 monthsLocation - Smithfield, RI - Mon-Thu onsite - Fri remoteConfiguration Analyst - Smithfield, RIThis position is an entry to mid- level position responsible for the analysis, design, testing and implementation of configuration changes to support business requirements. In addition, this position is responsible for identifying areas of...
-
System Analyst
1 month ago
Smithfield, United States Planet Technology Full timeDuration - 9 monthsLocation - Smithfield, RI - Mon-Thu onsite - Fri remoteConfiguration Analyst - Smithfield, RIThis position is an entry to mid- level position responsible for the analysis, design, testing and implementation of configuration changes to support business requirements. In addition, this position is responsible for identifying areas of...
-
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description:Financial Analyst, WI/HCG Central Finance RoleThe Financial Analyst role is a member of the WI/HCG Data Strategy & Costing Finance Team, a Center of Excellence (CoE) delivering impactful and insightful financial reporting and analysis to our business partners. The primary objective of the role will be to provide a broad range of reporting...
-
Senior Systems Analyst
2 days ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description:The Team Stock Plan Services Technology designs, develops, implements, and supports stock plan products and features.Stock Plan Services is an equity compensation services division of Fidelity Investments. We are seeking a dynamic and experienced individual with a proven track record of collaborating with business partners,understanding...
-
Senior Systems Analyst
7 hours ago
Smithfield, United States Fidelity TalentSource LLC Full timeJob Description: The Team Stock Plan Services Technology designs, develops, implements, and supports stock plan products and features. Stock Plan Services is an equity compensation services division of Fidelity Investments. We are seeking a dynamic and experienced individual with a proven track record of collaborating with business partners, understanding...