Job Description:
The Role
We are looking for someone who enjoys problem solving and working in a fast-paced office environment. Join us in Inbound Operations where you will be part of a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests. The team provides transaction services to each of Fidelity's distribution channels. We support Fidelity's growth with high quality, efficient and innovative service solutions through hardworking associates and processing expertise.
You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end-to-end process.
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The Value You Deliver
- Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions.
- Complete extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests.
The Expertise and Skills You Bring
- High school diploma or equivalent
- 2 years of transaction processing experience within a professional, fast paced, corporate environment.
- Work experience in a risk-controlled environment.
- You have excellent communication skills
- Your ability to work independently or on a team on specific tasks
- Your high attention to detail
- Your ability to work effectively with computer desktop applications
- Your ability to effectively multi-task
- You are flexible for business needs and highly adaptive to change
- You have a positive demeanor and 'can do' approach to challenges
- You possess the ability to learn and apply knowledge to make effective processing decisions
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.