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Senior Representative, Transaction Processing - Return to Post Office (RPO)

AT Fidelity Investments
Fidelity Investments

Senior Representative, Transaction Processing - Return to Post Office (RPO)

Westlake, TX

Job Description:

The Role

Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a team supporting multiple business unit Return Mail Processes such as 401k, Defined Benefits, Health and Wellness, Retail Lost Shareholder, and many more.

You will work with internal business partners to ensure timely review of the returned mail documents and if Fidelity could have a bad address on file. You will need to meet quality standards to ensure the participants' accounts are protected and properly documented.

The Expertise and Skills You Bring

  • High school diploma
  • Minimum of 1 year experience in a data entry related role
  • Strong communication skills
  • High level of attention to detail
  • Highly adaptable to change and flexible under pressure
  • You have a positive attitude and 'can do' approach to challenges
  • Possess the ability to learn and apply knowledge to make effective processing decisions
  • Managing queue work
  • Reviewing multiple databases to confirm if addresses still match or have been updated previously.

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Please note we are hiring for a weekly shift that could range from Sunday-Friday (4-5 days/week within that timeframe). Available shifts range from 6:00AM ET - 4:30PM ET (an 8/10 hour shifts within that timeframe).

Fidelity will not provide immigration sponsorship for this position.

The Team

The Operations and Services Group at Fidelity Institutional has many branches. Here in the inbound operations team, we provide transaction services to each of Fidelity's distribution channels. We support Fidelity's growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise.

Our role ultimately helps protect our participants from Identity theft and ensuring their retirement accounts are safe. Participants need to know that Fidelity takes protecting their account information seriously and we work to meet that standard every day!

Certifications:

Category:

Transaction Processing
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; Covington, KY, USA
Job ID: Fidelity-2110682
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.