Job Description:
The Role
As a Senior Representative, Settlement Support on the Mutual Fund ACAT Settlements team, you will use your skills to resolve ACAT fails in a timely manner through contact with contra firms and by coordinating the accurate transfer of assets. This role requires an observant and inquisitive nature to identify patterns and problems in the work and an initiative to search for solutions to these issues. The role provides opportunities to contribute to system development, process improvements and working across Fidelity.
The Expertise and Skills You Bring
- College degree preferred
- 1+ years of experience in back-office operations of mutual funds preferred
- 1+ years of industry related experience in either a brokerage firm or clearing firm
- Excellent interpersonal and communication skills (written and oral) to engage with contra firms, mutual fund families and internal business partners
- Strong organizational and time-management skills
- Analytical skills and the initiative to tackle complex problems
- Ability to work both independently and within a dynamic team
The Team
The ACAT Settlements team is a part of the Operations and Service Group that supports Asset Services. The team handles the cleanup and closure of ACAT fails for banks, broker dealers and alternate agents, CDSC remittance, Share Lot Aging, and trade rejects. The team works with members across the Mutual Fund and Transfer of Assets groups.
Certifications:
Category:Brokerage Operations
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.
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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.
