Senior Representative, Transaction Processing at Fidelity Investments

Westlake, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Jun, 26

Salary

0.0

Posted On

29 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Transaction Processing, Issue Resolution, Problem Solving, Organization Skills, Attention To Detail, Risk Mitigation, Customer Obsession, Digital Dexterity, Self-Motivated, Team Oriented, Data Entry, MS Office, 10 Key Keying, Communication Skills, Prioritization, Adaptability

Industry

Financial Services

Description

Job Description: The Role Extracting and preparing documents for scanning through the operation of automated mail extraction equipment or manually removing envelope contents and following specific business partner rules for scan preparation, In Good Order (IGO) / Not In Good Order (NIGO) review and signature guarantee validation, creating batch cover sheets for scanning. This processing facilitates Fidelity’s ability to process incoming customer requests within legal and regulatory constraints. Image customer correspondence by orienting pages, scanning documents, and validating the application of an accurate, legible scan line, then following business rules to pull and forward originals, creating files and using them to archive documents. Performing form recognition and data capture on forms, documents, and checks presented via electronic image. Perform document identification, classification, and in-good-order (IGO)/not-in-good order (NIGO) review of customer supplied transactions by leveraging discrete, complex, and dynamic business partner specific rules designed to initiate and facilitate document routing by priority, transaction type and workflow processing queues. Conduct customer related research utilizing Fidelity mainframes and/or data bases to locate, analyze and supply data elements required for transaction routing, indexing and image retrieval purposes. Identify and assist with workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations/ideas, and supporting change in order drive process efficiencies. SHIFT: Sunday - Thursday Sunday 7:00am-3:30pm Monday - Thursday 8:30am-5:00pm The Expertise And Skills You Bring High school diploma Two years of transaction processing experience within a professional, fast paced, corporate environment Issue resolution and problem solving capabilities Strong organization skills with meticulous attention to detail Manage multiple priorities, meeting goals and deadlines Risk-mitigation skills Customer obsession Owns the outcome Thinks and works across the company Expertise, integrity, and responsibility Digital dexterity Growth mindset You are highly self-motivated, and work well in a team-oriented environment Self-directed and independent thinker Ability to complete assigned tasks both timely and accurately Excellent written and verbal communication skills Ability to complete work by prioritizing multiple tasks to meet tight time constraints Ability to navigate between multiple applications Strong data entry skills Working knowledge of MS Office including Teams, Excel, Outlook, Word, etc. 10 key keying skills Ability to effectively navigate virtual meeting platforms Flexibility- able to adjust schedule on occasion due to business needs (early/late/holiday) Willingness and ability to work in the office or remotely as required by the job function Ability to adapt to change Requires attention to detail and extensive concentration/focus for extended periods of time Able to meet the performance indicator expectations of the business unit The Team As a member of the Customer Transaction Center group, you will be joining a multi-faceted team responsible for processing customer transactions through various input channels such as physical mail delivery, central scan, remote scan, and electronic. The efficient and accurate processing of this work could involve manual opening and scanning of mail, performing form recognition and data capture on items presented via electronic image, or identifying specific customer and transaction data required to initiate and facilitate document routing for downstream processing. The team supports all Fidelity business units with a goal of meeting established internal service delivery, productivity, and quality benchmarks. Certifications: Category: Transaction Processing 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. 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 involves extracting, preparing, scanning, and validating documents and customer correspondence using automated equipment or manual processes, ensuring compliance with business partner rules and regulatory constraints. Responsibilities also include performing form recognition, data capture, conducting customer research via mainframes, and identifying workflow enhancements through process improvement participation.