Working Hours: 08:00-16:30
The Expertise We’re Looking For
- 0-2 years’ experience, preferably within financial services and/or a transaction processing environment
The Purpose of Your Role
As a member of the Alternate Investments team, you will work with internal business partners to ensure the timely processing of processing client transactions accurately and expeditiously.
Attention to detail and accuracy is essential for this role. The successful candidate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The associate will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing.
The Skills You Bring
- Passion for Service
- Detail oriented
- Proficient transaction processor
- Excellent written skills
- Ability to learn quickly
- Ability to thrive in a fast-paced environment
- Strong organizational and multi-tasking skills
The Value You Deliver
- Process alternative investment subscription, redemption and transfer transactions
- Meet transaction processing deadlines
- Ensure alternative investment policy and procedures are followed and paperwork requirements are met
- Problem resolution
- Provide clear and concise communication to internal and external business partners
- Track and monitor outstanding issues and provide timely updates
- The relationships that you establish with our US business partners will help ensure adherence to Operations policies and procedures, and will improve the reputation of the team in Ireland
- Maintaining operational and written supervisory procedures in accordance with divisional standards
How Your Work Impacts the Organization
Operations and Services Group (OSG) is a division of Fidelity Institutional and provides superior customer service to Fidelity businesses through innovation, dedication and commitment to excellence. In operating locations across the US and in Ireland, OSG plays a critical role by processing every transaction into Fidelity and out to customers through the brokerage platform. OSG provides securities execution, clearance, and risk management services to retail, institutional, and correspondent clients.
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Category:Brokerage OperationsTop Skills
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.
