The Role
This position supports the centralized receipt of customer mail for Fidelity. The role leverages business partner requirements to receive, sort and deliver monetary and non-monetary items in Inbound Operations. They also collect and prepare outbound packages for pick-up by external vendors. Accuracy and timeliness are important to meet all compliance and regulatory requirements.
The Expertise And Skills You Bring
- 2-5 years of processing experience within a professional, fast paced, corporate environment.
- Ability to complete assigned tasks both timely and accurately
- Strong organization skills with meticulous attention to detail
- Ability to work in a team environment
- Able to lift 50 pounds
- Excellent written and verbal communication skills
- Highly motivated, self directed and an independent thinker
- Strong customer service skills
- Ability to complete work by prioritizing multiple tasks to meet tight time constraints
- Ability to navigate between multiple applications
- Flexibility / adaptive to change
- Ability to solve business related problems across functional and business lines
- Knowledge of Fidelity’s applications and various Inbound and outbound shipping applications
- Working knowledge of MS Office including Excel, Outlook, Internet
- Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units
- Work experience in a risk controlled environment
- Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
- Consistent, knowledgeable measurement of the domain’s performance and contribution to Fidelity’s growth
- Working closely and collaboratively across different business units
The Value You Deliver
- Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
- Consistent, knowledgeable measurement of the domain’s performance and contribution to Fidelity’s growth
- Working closely and collaboratively across different business units
The Team
As a member of the team, you will sort incoming mail. Perform package delivery for all incoming overnight mail. Ensure timely completion of all customer requests and mail operations duties.
Fidelity’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
- 2-5 years of processing experience in a professional, fast-paced corporate environment
- Ability to complete assigned tasks accurately and on time
- Strong organizational skills and meticulous attention to detail
- Ability to work effectively in a team environment
- Ability to lift up to 50 pounds
- Excellent written and verbal communication skills
- Strong customer service skills
- Ability to prioritize multiple tasks under tight time constraints
- Ability to navigate multiple applications
- Flexibility and adaptability to change
- Ability to solve business-related problems across functional and business lines
- Knowledge of Fidelity applications and inbound and outbound shipping applications
- Working knowledge of Microsoft Office, including Excel and Outlook
- Understanding of inbound operations and their relationship with Fidelity business units
- Experience working in a risk-controlled environment
- Highly motivated, self-directed, and able to work independently
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.
