Senior Representative, Mail Operations at Fidelity Investments

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Sep, 26

Salary

80000.0

Posted On

21 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Transaction Processing, Organization Skills, Attention To Detail, Written And Verbal Communication, Customer Service, Prioritization, Problem Solving, MS Office, Excel, Outlook, Access Database, Risk Control, Package Reconciliation, Mail Sorting

Industry

Financial Services

Description

Job Description: 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. Note: Fidelity will not provide immigration sponsorship for this position. The Expertise You Have · 2-5 years of transaction processing experience within a professional, fast paced, corporate environment, preferably within Fidelity Investments The Skills You Bring 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 The Value You Deliver 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 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. The base salary range for this position is $44,000-80,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Certifications: Category: Operations At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity 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 the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

Responsibilities

This role manages the centralized receipt, sorting, and delivery of monetary and non-monetary customer mail across the Midwest campus. It also involves preparing outbound packages for external vendors and ensuring compliance with regulatory requirements.