Transaction Processor

Transaction Processor

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Covington, KY!

The Role

Do you enjoy problem solving and working in a fast-paced office environment? Join us in Inbound Operations where you will be part of a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests.

You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. In this role, you will:

• Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions.
• Complete extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests.

Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end-to-end process!

The Expertise and Skills You Bring

• High school diploma or equivalent
• 2 years of transaction processing experience within a professional, fast paced, corporate environment.
• Work experience in a risk-controlled environment.
• You have excellent communication skills
• Your ability to work independently or on a team on specific tasks
• Your high attention to detail
• Your ability to work effectively with computer desktop applications
• Your ability to effectively multi-task
• You are flexible for business needs and highly adaptive to change
• You have a positive demeanor and ‘can do’ approach to challenges
• You possess the ability to learn and apply knowledge to make effective processing decisions

The Team

Inbound Specialized Processing provides indexing, document retrieval, correspondence processing and archiving services for multiple Fidelity business units. Our knowledgeable team and comprehensive solutions focus on quality, risk mitigation and end to end operational efficiency strengthening Fidelity’s ability to provide a superior customer experience. The team provides transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, efficient and innovative service solutions through hardworking associates and processing expertise.

Company Overview

 
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource 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 our HR team at HR@ ftsjobs.com.

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.