1 Transaction Processor Job in Westlake, TX
Fidelity Talent Source is Hiring a Transaction Processor Near Westlake, TX
Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX.
Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients.
The Role The Transaction Service Representative (TSR) will work within a "Pod" or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for those clients. The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization.
The Expertise and Skills You Bring
- Your ability to work well on teams and in fast-paced, cross-collaborative environments.
- You think analytically and deliver solutions to complex challenges.
- Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions.
- You have intermediate to advanced knowledge of Microsoft Office applications.
- Your outstanding attention to detail
- Your positive outlook
- Your strong work ethic
- Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.
- Driving high satisfaction, quality and efficiency for both the client and Fidelity.
- Delivering superior results quickly and efficiently, utilizing effective time management skills.
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.
Job Summary
Full Time
$46k-58k (estimate)
05/13/2024
07/30/2024
The job skills required for Transaction Processor include Customer Service, Microsoft Office, Attention to Detail, Time Management, Financial Services, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Transaction Processor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Transaction Processor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Transaction Processor positions, which can be used as a reference in future career path planning. As a Transaction Processor, it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Transaction Processor. You can explore the career advancement for a Transaction Processor below and select your interested title to get hiring information.
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