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Quality Specialist

AT Fidelity Investments
Fidelity Investments

Quality Specialist

Westlake, TX

Job Description:

The Role

Responsibilities include working with a variety of transactions and documentation; reviewing for accuracy and completion based on pre-written guidelines. This entry level role records the findings for analysis; documents and escalates questionable information while providing insight.

The Team

The FI Quality Solutions team supports our FI, NF and PI clients across the firm. We review operations processing through various transactions to ensure accuracy and completion of work according to predefined client expectations. We look to identify and analyze risk associated with client information by providing recommendations for continuous improvement.

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The Expertise You Have

  • Bachelor's degree or equivalent qualification.
  • 2 - 3 Years of Financial Services background is an added advantage.
  • Works independently, with moderate supervision, on more complex issues with moderate support from lead.
  • Strong interpersonal skills.
  • The ability to adapt to a rapidly changing environment.
  • The ability to take initiative and demonstrate creativity and innovation.
  • The ability to identify, analyze and control risk.

The Skills You Bring

  • You need to have excellent verbal and written communication skills along with strong attention to detail.
  • Ability to effectively gather the necessary data/information in a timely manner.
  • Experience in financial services or high-volume transaction processing experience preferred.

The Value You Deliver

  • Supports business in ensuring positive audit results.
  • Responsible for identifying risks, (financial and regulatory) and taking steps to mitigate and escalate appropriately.
  • Performing research on all processing irregularities and driving issues to resolution.
  • Monitoring and controlling money movement in and out of Fidelity.
  • Updating of plan specific procedures periodically and recommending continuous improvements to drive customer satisfaction.

Note: Fidelity will not provide immigration sponsorship for this position.

Certifications:

Category:

Quality
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.

Client-provided location(s): Westlake, TX, USA
Job ID: Fidelity-2110767
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.