Note: Fidelity will not provide immigration sponsorship for this position.
The RoleBank Services and Reconciliation is responsible for execution, reconciliation, and monitoring of multi-billion dollars of daily money movement in support of Workplace Investing. The team acts as the primary contact for internal and external business partners on operational money movement issues. In addition, the team works with internal business partners to ensure that potential risk factors are understood, and best practices are followed when carrying out money movement responsibilities. Accountable for maintaining and following controls to ensure organization meets established standards
- Ability to get results by effectively communicating with internal and external business partners, including supporting the team lead and senior associates on corporate actions.
- Are flexible to the needs of the team daily and can expertly balance multiple priorities to help the team meet tight timeframes.
- Your responsibilities will involve working with several different business partners in numerous locations so you must be highly motivated, self-directed and an independent problem solver with attention to detail.
- One to three years’ experience within a professional, fast paced, corporate environment, preferably in the financial services industry with Defined Benefits knowledge.
- Experience and confirmed understanding of applicable Fidelity System Applications (Omnipay, XTRAC, Disc Recon) and Microsoft Office products (Word, Excel, Outlook).
- Ability to successfully execute a task and move onto the next job function in a fast-paced and deadline-oriented environment.
- Excellent time management skills
- Exhibit strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Experience working independently while also ensuring team goals are being met.
You will be part of a team with 6 other associates in Merrimack, and Covington and partner with our colleagues in other business sites. Senior Associates execute and research high value money movements that impact clients or customers and carry a high degree of risk. The Associate must ensure that established controls are being followed when completing daily functions and when providing support to business partners. Given the high degree of risk, including significant financial and reputational exposure, proactive research, resolution, and reconciliation is a top priority. The Sr. Associate must exercise strong technical, analytical, problem solving and decision-making skills to meet expectations and resolve issues within defined timeframes and guidelines.
Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.
Salary Grade:
3
Organization:
WI Client Services
Category:
OperationsFidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Skills Required
- One to three years of experience in a professional, fast-paced corporate environment
- Experience in the financial services industry
- Defined Benefits knowledge
- Experience and confirmed understanding of Fidelity system applications, including Omnipay, XTRAC, and Disc Recon
- Experience with Microsoft Office products, including Word, Excel, and Outlook
- Ability to execute tasks and transition between job functions in a fast-paced, deadline-oriented environment
- Excellent time management skills
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to work independently while supporting team goals
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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