Job Description: Working Hours: 7:00-15:30 At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking.
We recognize the value that employees' individual differences can contribute to the bright and strong future of our company.
The successful candidate will work within an exciting, fast-paced and growing Operations & Corporate Shared Services environment.
Fidelity is a privately owned company, committed to innovation and to providing the best customer experience in financial services.
Expertise We're Looking For 0-2 years' experience, preferably within financial services and/or a shared service model.
Excellent PC skills (MS Office) Purpose of Your Role The Account Management team accurately maintains new and existing brokerage accounts and all related features for the National Financial business unit.
Representatives use multiple systems to analyze account application and maintenance forms accurately and action them expeditiously.
Skills You Bring Your attention to detail and ability to quickly organize and prioritize multiple tasks Your ability to take initiative and to work under tight deadlines in a dynamic team environment Be analytical and possess good problem solving skills Be technically oriented, with strong MS Office/PC skills Your excellent written and verbal communication skills Ability to build and maintain business partner relationships Be motivated and show a desire to learn about the business and new technologies Be a team player with capability to help maintain a positive work environment Value You Deliver Analyzing account applications and maintenance forms in order to approve new accounts and features Demonstrating high attention to detail in reviewing new account and maintenance items Prioritizing and managing escalations/exceptions that are received from NF Client Managers and the teams' US business partners Managing and reviewing documented client exception lists to ensure client-specific needs are met Participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures Recommending methods to ensure consistency and streamline procedures Maintain customer confidence and protect operations by keeping information confidential How Your Work Impacts the Organization Fidelity Institutional Operations and Services Group (OSG) provide superior customer service to Fidelity businesses through innovation, dedication and commitment to excellence.
In operating divisions throughout the US and in offshore locations, OSG provide securities execution and clearance, information management and shareholder communications.
Every day OSG perform tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions for institutional, retail, workplace and correspondent clients.
Company Overview At Fidelity, we are focused on 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.
Fidelity established an Ireland presence in 1996 and we currently employ 1,700 staff across IT and shared services, with offices in Dublin (City West) and Galway (Parkmore East).
For information about working at Fidelity, visit FidelityInvestments.ie .
Fidelity Investments is an equal opportunity employer.
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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact .
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