Job Description:
The Role
Do you like problem solving and working in a fast-paced office environment? Join us in Inbound Operations where you will be part of a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests. The Inbound operations team provides transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, efficient and innovative service solutions through hardworking associates and processing expertise.
You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end to end process.
The Expertise and the Skills You Bring
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High school diploma or equivalent
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2 years of transaction processing experience within a professional, fast paced, corporate environment.
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Work experience in a risk-controlled environment.
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You have excellent communication skills
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Your ability to work independently or on a team on specific tasks
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Your high attention to detail
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Your ability to work effectively with computer desktop applications
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Your ability to effectively multi-task
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You are flexible for business needs and highly adaptive to change
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You have a positive demeanor and ‘can do’ approach to challenges
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You possess the ability to learn and apply knowledge to make effective processing decisions
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Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions.
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Complete extensive research to locate and respond to historical customer document retrieval requests utilizing various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests.
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Please note we are hiring for a weekly shift that could range from Monday-Friday (5 days/week within that timeframe as well as be available for weekend days if needed). Available shifts range from 7:30AM ET – 6:30PM ET (an 8 hour shift within that timeframe).
The Team
Inbound Specialized Processing provides indexing, document retrieval, correspondence processing and archiving services for multiple Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end to end operational efficiency strengthening Fidelity’s ability to provide a superior customer experience.
Certifications:
Category:Transaction Processing
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.
