Job Description:

Duration: 12-month fixed term contract

Working Hours: 7:00-15:30

At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.

The successful candidate will work within an exciting, fast-paced and growing Operations & Corporate Shared Services environment. Fidelity is a privately owned company, committed to innovation and to providing the best customer experience in financial services.

The Expertise We’re Looking For

0-2 years’ experience, preferably within financial services and/or a shared service model.
Excellent PC skills (MS Office)

The Purpose of Your Role

The Account Management team accurately maintains new and existing brokerage accounts and all related features for the National Financial business unit. Representatives use multiple systems to analyze account applications and maintenance forms accurately and action them expeditiously.

The Skills You Bring

Your attention to detail and ability to quickly organize and prioritize multiple tasks
Your ability to take initiative and to work under tight deadlines in a dynamic team environment
Be analytical and possess good problem solving skills
Be technically oriented, with strong MS Office/PC skills
Your excellent written and verbal communication skills
Ability to build and maintain business partner relationships
Be motivated and show a desire to learn about the business and new technologies
Be a team player with capability to help maintain a positive work environment

The Value You Deliver

Analyzing account applications and maintenance forms in order to approve new accounts and features
Demonstrating high attention to detail in reviewing new account and maintenance items
Prioritizing and managing escalations/exceptions that are received from NF Client Managers and the teams’ US business partners
Managing and reviewing documented client exception lists to ensure client-specific needs are met
Participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures
Recommending methods to ensure consistency and streamline procedures
Maintain customer confidence and protect operations by keeping information confidential

How Your Work Impacts the Organization

Fidelity Institutional Operations and Services Group (OSG) provide superior customer service to Fidelity businesses through innovation, dedication and commitment to excellence. In operating divisions throughout the US and in offshore locations, OSG provide securities execution and clearance, information management and shareholder communications. Every day OSG perform tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions for institutional, retail, workplace and correspondent clients.

Category:

Brokerage Operations

Account Management Representative

Job Description