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Client Experience Representative
Fidelity Investments. Assist in servicing and processing transactions for Custody clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in processing transactions for Custody clients, with a strong focus on accuracy, efficiency, and customer satisfaction. Possesses analytical skills to address complex challenges and a commitment to professional development within a collaborative team environment.
Highest-signal resume keywords
Transaction ProcessingCustomer ServiceData AnalysisMicrosoft Office ApplicationsTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction RequestsAsset TransfersNew Account CreationAccount MaintenanceProcess Improvement
Soft Skills
Detail-OrientedSelf-MotivatedCuriosityEagerness to LearnTime Management
Tools & Technologies
Fidelity Processing SystemsWorkflow Systems
Industry Keywords
Financial ServicesCustody ClientsHigh-Volume ProcessingOperational Requests
About the role
Key responsibilities & impact- Assist in servicing and processing transactions for Custody clients
- Work within a Pod or Service Team environment alongside Money Movement, TOA, New Account/Maintenance, Client Service Representative, and Client Service Manager associates
- Accurately and timely process transaction requests for Fidelity advisor customers, including transfers of assets, money movement requests, new account creation, and account maintenance
- Develop working knowledge of Fidelity processing and workflow systems
- Contribute to a positive workplace environment, process improvement, teamwork, and shared success
- Own and execute a professional development plan and acquire additional skills
- Provide exceptional service by processing client requests accurately and promptly
- Drive client and Fidelity satisfaction, quality, and efficiency
- Deliver results quickly and efficiently using effective time management
- Drive innovation through curiosity and understanding of business processes and challenges
- Support service and operational requests for bank and trust custody clients, including new accounts, maintenance, transfers of assets, and cashiering
Requirements
What you’ll need- Bachelor’s Degree or 1 year of financial services experience preferred
- Proven track record in a high-volume, fast-paced, data-centric processing environment
- Customer-oriented
- Ability to work well on teams and in fast-paced, cross-collaborative environments
- Analytical ability to deliver solutions to complex challenges
- Detail-oriented mindset
- Self-motivation, curiosity, eagerness to learn, and ability to ask questions
- Intermediate to advanced knowledge of Microsoft Office applications
- Fidelity will not provide immigration sponsorship for this position
- Candidates may be subject to restrictions based on certain criminal histories under applicable laws and regulations
Benefits
Comp & perks- Full-time onsite working model transition information; onsite expectations vary by region and role
- Professional development plan and opportunities to acquire additional skills
- Fidelity benefits not otherwise specified in the posting