Job Details
Transaction Processor
Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX.
Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients.
The Role
The Transaction Service Representative (TSR) will work within a "Pod" or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for those clients. The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance.
To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization.
The Expertise and Skills You Bring
- Your ability to work well on teams and in fast-paced, cross-collaborative environments.
- You think analytically and deliver solutions to complex challenges.
- Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions.
- You have intermediate to advanced knowledge of Microsoft Office applications.
- Your outstanding attention to detail
- Your positive outlook
- Your strong work ethic
The Value You Deliver- Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.
- Driving high satisfaction, quality and efficiency for both the client and Fidelity.
- Delivering superior results quickly and efficiently, utilizing effective time management skills.
Dynamic Working At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call Dynamic Working. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity s U.S.-based regional and investor center locations. If you would like to experience Fidelity s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at
FTSJobs.com
.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com
.
Information about Fidelity investmentsAt Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. For information about working at Fidelity, visit
FidelityCareers.com
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Fidelity Investments and Fidelity TalentSource are equal opportunity employers.