Job Description:
Associate Billing Analyst
The Associate Billing Analyst acts as the main client service contact for Clearing and Custody clients, while performing complex data analysis, providing management reporting, and working on various projects.
The billing unit within Fidelity Clearing and Custody Solutions (FCCS) business group supports relationship management teams, client service teams, pricing and sales teams, and various product teams. Candidates are responsible for timely and accurate billing of clients and statements, complex contract setup in multiple finance applications, with a client service focus.
- Accurately complete setups, reviews, and processes pertaining to billing FCCS client activity
- Support client inquiries regarding their statement and resolve client issues in a timely manner putting the client first.
- Identify and deliver process enhancements for the efficient, accurate and timely completion of all activities
- Provide root cause analysis and insights into issue resolutions
- Work with business and technology partners to resolve issues
- Proactive participation & management on various projects/initiatives
- Maintain and update procedure documentation
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The Expertise and Skills you Bring
- Bachelor's Degree in Finance/Accounting
- 1-2 Years of financial services and/or operations experience
- A self-starter and team player who works collaboratively to achieve the team's overall goals and objectives.
- Your excellent communication and interpersonal skills along with your ability to influence others across the company and build relationships.
- Strong analytical skills with your ability to quickly understand complex issues
- Ability to innovate and understand the importance of process improvement and time management
- Your proven ability and flexibility to manage multiple priorities, and deliverables while maintaining deadlines
- Your solid knowledge of financial tools (Excel, Access, Business Objects).
- Excellent written and oral communication, particularly when discussing complex issues
Note: Fidelity is not providing immigration sponsorship for this position
The Team
FCCS billing is responsible for the accurate flow of billions of dollars of monies annually flowing to/from Fidelity to its institutional clients within National Financial (NFS) and Institutional Wealth Services (IWS) including $2.5B in revenue to Fidelity.
Certifications:
Category:
Finance
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 every other week (all business days, M-F) in a Fidelity office.