What are the responsibilities and job description for the Senior Representative, Settlement Support position at Fidelity Investments?
Job Description
The Purpose of Your Role
As a critical member of the Operations and Service Group, you will provide superior service to our clients as the point of contact for Mutual Fund Product Database. The Product Database team is responsible for data integrity of Mutual Fund prospectus data and internal trading rules. This role will ensure all transactions within the Product Database Team are processed accurately, have the appropriate management oversight and/or are escalated as needed. Additional duties include assisting in project management responsibilities and partnering with the Client Service and Support teams. Individual is expected to be key contributor to a positive and inclusive workplace environment and have a strong commitment to teamwork and shared success.
The Expertise we’re looking For
Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. The OSG Mutual Funds division is part of Client and Fund Services and provides operational excellence across our Mutual Fund offering (Mutual Fund Product Database, Order Room, Corrections, Transfer of Assets, Dividends and Reconciliation).
The base salary range for this position is $40,000-76,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
Certifications
Category:
Brokerage Operations
The Purpose of Your Role
As a critical member of the Operations and Service Group, you will provide superior service to our clients as the point of contact for Mutual Fund Product Database. The Product Database team is responsible for data integrity of Mutual Fund prospectus data and internal trading rules. This role will ensure all transactions within the Product Database Team are processed accurately, have the appropriate management oversight and/or are escalated as needed. Additional duties include assisting in project management responsibilities and partnering with the Client Service and Support teams. Individual is expected to be key contributor to a positive and inclusive workplace environment and have a strong commitment to teamwork and shared success.
The Expertise we’re looking For
- College degree preferred
- 3-5 years of industry-related experience in either a brokerage firm, clearing firm or mutual fund company
- Sub Accounting experience preferred
- Experience in project management and business analysis preferred
- Solid decision-making skills
- The ability to provide superior phone service to our clients in a fast-paced, time-sensitive environment
- Analytical skills that will be used to solve complex problems for our clients
- Strong relationship building skills with a focus on our clients and internal business partners
- Initiative to tackle new problems, improve processes and learn new functions
- Flexibility, adaptability, and a desire to work in a strong team-based environment
- Superior Customer Service skills
- Strong problem solving and collaboration skills
- Deliver Operational Excellence within the Mutual Fund
- Deep subject-matter expertise that will enhance the client’s experience and make it for a World Class Client Experience
- Increased customer satisfaction and loyalty through high-touch, above and beyond service
- Helping to develop and manage goals; using analytical skills to effectively to manage and drive process and service improvement
Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. The OSG Mutual Funds division is part of Client and Fund Services and provides operational excellence across our Mutual Fund offering (Mutual Fund Product Database, Order Room, Corrections, Transfer of Assets, Dividends and Reconciliation).
The base salary range for this position is $40,000-76,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
Certifications
Category:
Brokerage Operations
Salary : $40,000 - $76,000