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Fmr

One Destiny Way

Representative, Client Experience.

Fidelity will not provide immigration sponsorship for this position. Job Description:   Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients.    The Expertise We’re Looking For  Bachelor’s Degree or 1 year of financial services experience preferred Proven track record in high volume, high paced data centric processing environment Customer oriented The Purpose of Your Role The Transaction Service Representative (TSR) will work within a Pod or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization.   The Skills You Bring  Your ability to work well on teams and in fast-paced, cross-collaborative environments. You think analytically and deliver solutions to complex challenges. You take pride in your work and have a detail-oriented mindset. Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. You have intermediate to advanced knowledge of Microsoft Office applications.  The Value You Deliver  Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. Driving high satisfaction, quality and efficiency for both the client and Fidelity. Delivering superior results quickly and efficiently, utilizing effective time management skills. Driving innovation through curiosity and comprehensive understanding of business processes and challenges. Bringing energy and excitement to your role every day. The Team The Institutional service team resides within the Client Experience (CE) division. The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for our bank and trust custody clients. We handle new accounts, maintenance, transfer of assets (receives and deliveries), and cashiering. How Your Work Impacts the Organization   The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing and Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Certifications: Category: Brokerage Operations 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 [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy
Pay
Not stated
Where
One Destiny Way · Westlake TX · United States of America
Work
Not stated
Type
Not stated
Posted
5 Nov, 2026
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