What are the responsibilities and job description for the Client Service Representative position at Fidelity Investments, Inc.?
Fidelity TalentSource is hiring a OPERATIONS DELIVERY SPECIALIST to work at Fidelity in Westlake, Texas, or Durham, North Carolina.
This is a contract role that can last up to one year and pays $22.00 an hour.
- Process contributions of cash equivalents and securities
- Coordinate the transfer of mutual fund contributions held outside of Fidelity by delivering the necessary paperwork to Fidelitys Transfer of Assets department and then tracking the status of the pending transactions
- Contact donors and/or contra-brokers to facilitate the delivery of pending contributions
- Serve as back-up for the processing of account opening and account change requests
- Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
- Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
- Build effective business relationships with Fidelity business partners with whom the position interfaces, including OSG, Legal Transfer, Banking Services, TOA and Deliveries
- Maintain up-to-date procedures for those functions for which responsible
- Bachelor's degree and 2 years of experience in customer service or service operations
- Strong and effective verbal and written communication skills
- Demonstrates attention to detail, with good follow-through
- Strong interpersonal, planning, multi-tasking, and time leadership skills
- Demonstrates strong problem-solving skills
- Ability to work under pressure and within tight deadlines
- Demonstrates ability to identify and mitigate potential areas of risk
- Technical proficiency
- Ability to meet overtime commitments
- Proven understanding of Fidelity systems such as XTRAC, RepApp, Genesys (not required)
- Proficiency with Microsoft Office applications required
- Work hours are MF 8:30 a.m. 5:00 p.m. CT, with extended hours as needed
Work hours are MF 8:30 a.m. 5:00 p.m. CT, with extended hours as needed
Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.
Your success and growth is important to us, so youll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
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 Fidelitys U.S.-based regional and investor center locations. If you would like to experience Fidelitys supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today atFTSJobs.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.
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.
Salary : $22 - $25
