The role requires the ability to work effectively with management, possess strong interpersonal and analytical skills, manage a large case load and bring claims to fruition. The Sr. Analyst, Fraud Customer Experience should be able to step in and speak to claims they've researched for claim committees, and in some cases, serve as an expert witness in arbitration for the legal team. The Sr. Analyst, Fraud Customer Experience must be highly motivated and possess a sense of ownership, attention to detail, excellent written communication skills and the ability to be an effective partner to the analysts, business units, the management team, and legal department.

The Expertise and Skills You Bring

• Bachelor's degree, ideally in finance, analytics or technical field, or equivalent work experience.
• Detailed knowledge of the financial services industry, particularly in the workplace savings, retail, and institutional businesses.
• Experience with trading securities, including mutual funds, equities, and options.
• You have proven analytical/problem-solving skills with capability to determine solutions to unusual and complex problems.
• Proven track record communicating fraud claims in a concise and thorough written manner
• Ability to facilitate meetings with various audiences - including management, various business partners, and legal teams.
• You are committed to the success of our function through the efficient and effective implementation of the recovery and claims processes.
• FINRA Series 7 required.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

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. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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.