Description
Transaction ProcessorFidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX and Smithfield, RI.
The hourly pay rate for this position is $22.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates.
Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
