Representative, Client Services - Processing at Fidelity Investments

Westlake, Texas, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

2+ years of brokerage operations or financial services experience preferred
2+ years of experience in transaction processing roles or related financial process preferred
Strong organizational skills and attention to detail
Proficient in manually entering or transferring data from paper documents into computer systems
Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
Ability to learn and adapt to changes and new processes
Motivated and committed to excellence; positive attitude and can-do work ethic
Strong team player
Ability to prioritize decisions in a fast-moving environment
Contribute to a team environment that fosters culture of peer-to-peer coaching, collaboration and recognition
Problem solver
Flexible and adaptable; adjust quickly to change in a busy environment
Ability to think independently with decision-making skills
Understand the importance of providing superior service and able to think outside the box

Responsibilities

Provide quality customer service through accurate and timely processing of requests
Deliver effective written and verbal communication to appropriate business partners when requests are not in good order or need clarification
Meet minimum productivity requirements
Gain proficiency in additional OSG processes as department needs require
Complete administrative records documenting time spent on different processes
Ensure accurate processing of allocated work with efficiency
Interact with business partners (Resolution, Adjustments, Frontline call center, etc.) to assist in processing client requests
Navigate transaction processing and carry out established record-keeping business practices
Provide best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center
Ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing

Skills

brokerage operations

financial services

transaction processing

customer service

telephone support

record-keeping

verbal communication

written communication

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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