Claims Reconciliation Representative

Claims Reconciliation Representative

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Claims Reconciliation Representative to work in Westlake, TX

The Role
The Claims Reconciliations Representative will report to the Senior Manager of the Complex Reconciliations Team. The Representative role will be responsible for a range of Claims Team tasks but will also assist the team with reclaims confirmations on foreign markets. Limited opportunities for Tax Reclaims, broker claims, audit support, and other work also exist.

The Expertise and Skills You Bring

• High proficiency with Outlook and Excel
• Moderate proficiency with Word
• Bachelor’s degree preferred, preferably in business administration, economics, or a related subject
• Strong work ethic, motivation, eagerness to learn, and proactive
• Outstanding ability to optimally prioritize multiple competing tasks at once
• Phenomenal ability to work quickly in a dynamic, high-volume environment
• Effective, succinct executive communication skills
• InvestOne experience a plus but not required
• Experience with Frontier and/or any reconciliation tools a plus but not required

The Team
The Fidelity Global Middle Office Reconciliations Services Group conducts a wide range of account and transaction reconciliation research to Fidelity funds and corporate entities. These services include Tax Reclaims reconciliations.

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.

Information about Fidelity investments

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 Investments and Fidelity TalentSource are equal opportunity employers.

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