Transaction Processor

Transaction Processor
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Westlake, Texas

The Role
Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our client experience within Fidelity’s Institutional Client Experience Division (FI CED). We are looking for a Representative who will be responsible for the accurate and timely processing of transaction requests for Fidelity’s National Financial Services (NFS) middle office outsource customers. Transactions include new account creation, account maintenance, money movement, and transfer of assets. Clients supported by this team include registered representatives/advisors and correspondent broker-dealer home offices. Your responsibilities will include:
•    Meeting minimum productivity requirements
•    Providing quality customer service through accurate and timely processing of written requests
•    Analyzing supporting documents to confirm legal requirements have been met.
•    Delivering effective written and verbal communication to appropriate business partners and customers when requests are not in good order.
•    Gaining proficiency in additional operational processes as department needs require.
•    Completing administrative records documenting time spent on different processes
The Expertise and Skills You Bring
•    College degree or minimum 2 years of work-related experience preferred
•    Brokerage Operations experience highly preferred
•    Experience with Transfer of Assets, New Accounts or Money Movement is highly preferred but not required
•    Detailed oriented with strong analysis skills
•    Ability to work in a fast-paced, team environment, multitask and work in multiple processing systems
•    Strong written, verbal, and interpersonal communication skills
•    Strong time management skills
•    Creative, open minded, and motivated towards continuously improve the client experience
•    Ability to explain complex process or simplify terminology to customer/plans
•    Strong understanding of customer base and service level agreements
•    Ability to clearly articulate ideas to team, department, and other business units
•    Ability to assess risk and translate business requirements to viable business solutions
•    Strong service attitude

The Team
This dynamic team is a part of FI under the CED. The Team is responsible for supporting Fidelity’s National Financial Services (NFS) middle office outsource customers with timely processing of transactions and optimizing the client experience at Fidelity as it relates to Operations and Service to drive high satisfaction, quality, and efficiency for both client and Fidelity.

Dynamic Working 
At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
 

Company Overview

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, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

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. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource'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).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.