Associate Billing Analyst

4 weeks ago

Smithfield, United States Fidelity TalentSource LLC Full time



Job 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 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

The Value You Deliver

  • 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.\u00A0
  • Educating Clearing Client Services, Clearing Client Integration and Clearing Relationship Management about the Policy and Procedures of commission implementation.\u00A0
  • 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.\u00A0
  • Providing technical support and develop and maintain policies and procedures manuals for internal and external customers.\u00A0

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:

Company Overview

Fidelity Investments is a privately held company with a mission 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.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

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).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

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    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 Analyst, Relationship Manager, Associate, Billing, Client Service, Service Manager, Technology

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