Senior Representative, Client Services
Fidelity Investments, Smithfield, RI, United States
Job Description
Are you customer focused and also strive to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes an immersive paid training during onboarding!
The Role The Operations & Services Group (OSG) Client Services division is seeking driven and knowledgeable associates for a transaction processing role! As a Senior Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing.
We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.
The Expertise And Skills You Bring
2+ years of brokerage operations or financial services experience preferred
2+ years of experience in transaction processing/data entry roles or related financial process STRONGLY PREFERRED
Provide quality customer service through accurate and timely processing of requests
Deliver effective written and verbal communication to appropriate business partners when requests are not in good order or need clarification
Meet minimum productivity requirements
Gain proficiency in additional OSG processes as department needs require
Complete administrative records documenting time spent on different processes
Strong organizational skills and attention to detail
Proficient in manually entering or transferring data from paper documents into computer systems
Ensure accurate processing of allocated work with efficiency
Interacting with business partners (Resolution, Adjustments, Frontline call center, etc.) to assist in processing client requests
Ability to learn and adapt to changes and new processes
Motivated and committed to excellence; positive attitude and can-do work ethic.
Strong Team player
Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
Strong organizational skills, ability to prioritize decisions in a fast-moving environment
Contribute to a team environment that fosters culture of peer-to-peer coaching, collaboration and recognition
Problem solver
Flexible and adaptable; you adjust quickly to change in a busy environment
Ability to think independently with decision-making skills
Understand the importance of providing superior service and able to think outside the box
Note: Fidelity will not provide immigration sponsorship for this position.
The Team We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
Certifications Category: Brokerage Operations
Work Arrangement Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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The Role The Operations & Services Group (OSG) Client Services division is seeking driven and knowledgeable associates for a transaction processing role! As a Senior Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing.
We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.
The Expertise And Skills You Bring
2+ years of brokerage operations or financial services experience preferred
2+ years of experience in transaction processing/data entry roles or related financial process STRONGLY PREFERRED
Provide quality customer service through accurate and timely processing of requests
Deliver effective written and verbal communication to appropriate business partners when requests are not in good order or need clarification
Meet minimum productivity requirements
Gain proficiency in additional OSG processes as department needs require
Complete administrative records documenting time spent on different processes
Strong organizational skills and attention to detail
Proficient in manually entering or transferring data from paper documents into computer systems
Ensure accurate processing of allocated work with efficiency
Interacting with business partners (Resolution, Adjustments, Frontline call center, etc.) to assist in processing client requests
Ability to learn and adapt to changes and new processes
Motivated and committed to excellence; positive attitude and can-do work ethic.
Strong Team player
Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
Strong organizational skills, ability to prioritize decisions in a fast-moving environment
Contribute to a team environment that fosters culture of peer-to-peer coaching, collaboration and recognition
Problem solver
Flexible and adaptable; you adjust quickly to change in a busy environment
Ability to think independently with decision-making skills
Understand the importance of providing superior service and able to think outside the box
Note: Fidelity will not provide immigration sponsorship for this position.
The Team We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
Certifications Category: Brokerage Operations
Work Arrangement Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
#J-18808-Ljbffr