Job Description:
The Role
As a Senior Representative, Settlement Support on the Mutual Fund ACAT Settlements team, you will use your skills to resolve ACAT fails in a timely manner through contact with contra firms and by coordinating the accurate transfer of assets. This role requires an observant and inquisitive nature to identify patterns and problems in the work and an initiative to search for solutions to these issues. The role provides opportunities to contribute to system development, process improvements and working across Fidelity.
The Expertise and Skills You Bring
- College degree preferred
- 1+ years of experience in back-office operations of mutual funds preferred
- 1+ years of industry related experience in either a brokerage firm or clearing firm
- Excellent interpersonal and communication skills (written and oral) to engage with contra firms, mutual fund families and internal business partners
- Strong organizational and time-management skills
- Analytical skills and the initiative to tackle complex problems
- Ability to work both independently and within a dynamic team
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The Team
The ACAT Settlements team is a part of the Operations and Service Group that supports Asset Services. The team handles the cleanup and closure of ACAT fails for banks, broker dealers and alternate agents, CDSC remittance, Share Lot Aging, and trade rejects. The team works with members across the Mutual Fund and Transfer of Assets groups.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission 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.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.