Quality Specialist - IWMS Client Experience

The Role

Responsibilities include working with a variety of transactions and documentation; reviewing for accuracy and completion based on pre-written guidelines. This entry level role records the findings for analysis; documents and escalates questionable information while providing insight. 

The Team 

The FI Quality Solutions team supports our FI, NF and PI clients across the firm. We review operations processing through various transactions to ensure accuracy and completion of work according to predefined client expectations.  We look to identify and analyze risk associated with client information by providing recommendations for continuous improvement. 

The Expertise You Have 

• Bachelor’s degree or equivalent qualification. 
• 2 – 3 Years of Financial Services background is an added advantage. 
• Works independently, with moderate supervision, on more complex issues with moderate support from lead. 
• Strong interpersonal skills. 
• The ability to adapt to a rapidly changing environment. 
• The ability to take initiative and demonstrate creativity and innovation. 
• The ability to identify, analyze and control risk. 

The Skills You Bring 

• You need to have excellent verbal and written communication skills along with strong attention to detail. 
• Ability to effectively gather the necessary data/information in a timely manner. 
• Experience in financial services or high-volume transaction processing experience preferred. 

The Value You Deliver 

• Supports business in ensuring positive audit results. 
• Responsible for identifying risks, (financial and regulatory) and taking steps to mitigate and escalate appropriately. 
• Performing research on all processing irregularities and driving issues to resolution. 
• Monitoring and controlling money movement in and out of Fidelity. 
• Updating of plan specific procedures periodically and recommending continuous improvements to drive customer satisfaction. 

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 every other week (all business days, M-F) in a Fidelity office.

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.