Transfer of Assets - Deliveries

Job Description:

Transfer of Assets Deliveries Representative (II) 

Location: Dublin 

Duration: Permanent 

Working Hours: 7:00-15:30 

Company Overview  

At Fidelity, we help 23 million people invest their life savings, 20,000 businesses handle their employee benefits programs and 10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, we place a high degree of value in encouraging a work environment that attracts the best talent and reflects our commitment to be an employer of choice.  

The successful candidate will work within an exciting, fast-paced and growing operations environment. Fidelity is a privately-owned company, committed to innovation and to providing the best customer experience in financial services.  

The Expertise We’re Looking For  

• 0-2 years’ experience, preferably within financial services and/or a shared service model 

The Purpose of Your Role  

As a member of the TOA Deliveries team you will access the retail, correspondent, and Fidelity Institutional Wealth Services customer transfer instruction forms or TIFs. You will process asset transfer forms, identify solutions to customer requests, and ensure the timely transfer of assets into Customers accounts. These accounts may include mutual fund, insurance and brokerage accounts, as well as retirement and non-retirement accounts for the mentioned Clients 

The Skills You Bring  

• Your ability to quickly coordinate and prioritize multiple tasks 

• Your ability to take initiative and to work under tight deadlines in a dynamic team environment 

• Be analytical and possess good problem-solving skills while maintaining good attention to detail 

• Be technically oriented, with strong MS Office/PC skills 

• Have excellent written and verbal communication and social skills 

• Be motivated and show desire to learn about the business and new technologies 

The Value You Deliver  

• By accurately analyzing transfer of assets forms in order to process and transfer securities or cash, you provide a valuable service to our customers, and help to maintain the firm’s reputation for quality 

• 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 

• Prioritizing and handling critical issues/exceptions that are received from customers and the teams’ business partners 

• Handling and reviewing documented client exception lists to ensure client-specific needs are met 

• Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures  

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 quality. In operating offices 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 Operations