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 and across the Midwest campus. 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.
As a member of the team, you will sort incoming customer mail by zip +4 utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.,
This opportunity has a shift start time of 4:00am Sunday-Thursday.
The Expertise And Skills You Bring
1-2 years of transaction processing experience within a professional, fast paced, corporate environment, preferably within Fidelity Investments
Ability to complete assigned tasks both timely and accurately
Strong organization skills with meticulous attention to detail
Ability to work in a team environment
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 applications
Thorough understanding of Check and Stock acceptance rules, policies and procedures
Working knowledge of MS Office including Excel, Outlook, Access database software, Internet
Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units and external deposit institutions
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
Role in developing multi-year plans, budgets, forecasts, and other ad hoc analyses that supports sound decision making for this unique enterprise level domain
Working closely and collaboratively across PI and WI Finance
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
As a member of the team, you will sort incoming customer mail by zip +4 utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.
Certifications:Category:Transaction ProcessingFidelity’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.
