What are the responsibilities and job description for the Senior Representative, Transaction Processing position at Fidelity Investments?
Job Description
The Role
Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a business unit supporting a broad range of customer activities such as check depositing and document processing. As our Transaction Processing Representative, you will provide transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise.
The Experience And Expertise You Bring
The Team
Inbound processing provides imaging, data entry and check deposit services for several Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end-to-end operational efficiency strengthening Fidelity’s ability to provide superior customer experience.
Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.
Certifications
Category:
Transaction Processing
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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
The Role
Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a business unit supporting a broad range of customer activities such as check depositing and document processing. As our Transaction Processing Representative, you will provide transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise.
The Experience And Expertise You Bring
- High school diploma
- Minimum one-year experience in a data entry related role preferred
- Check processing experience preferred
- Excellent communication skills
- High attention to detail
- The ability to accurately key between 8,000-10,000 keystrokes per hour (assessed)
- Able to effectively multi-task
- Please be flexible and highly adaptive to change
- You bring a positive attitude and ‘can do’ approach to challenges
- Ability to learn and apply knowledge to make effective processing decisions
- Managing queue work and check reconciliation processes
- Reviewing deposit instructions and ensuring each transaction is executed appropriately
- Making timely and accurate deposits, regarding high-risk exception functions
The Team
Inbound processing provides imaging, data entry and check deposit services for several Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end-to-end operational efficiency strengthening Fidelity’s ability to provide superior customer experience.
Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.
Certifications
Category:
Transaction Processing
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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.