Job Description:

The Role

The PFI Retail team electronically identifies and quality checks all inbound customer correspondence.  This position supports all Fidelity business units by performing form recognition and data capture on forms, documents and checks presented via electronic image.

The Value You Deliver

• Issue resolution and problem solving capabilities

• Strong organization skills with meticulous attention to detail

• Manage multiple priorities, meeting goals and deadlines

• Risk-mitigation skills

The Expertise and Skills You Bring

• Working knowledge of Fidelity systems (Focuspoint, XTRAC, FDOT, Service Center Desktop)

• 1 year minimum experience with one or more – DC, DB, HW, PI plans

• You are self-motivated, and work well in a team-oriented environment

• Ability to complete assigned tasks both timely and accurately

• Excellent written and verbal communication skills

• Ability to complete work by prioritizing multiple tasks to meet tight time constraints

• Ability to navigate between multiple applications

• Strong data entry skills (target: >8500 keystrokes on aptitude test)

• Working knowledge of MS Office including Excel, Outlook, Word, etc.

• Critical thinking skills

• Requires attention to detail and extensive concentration/focus for extended periods of time

• Flexibility- This role may require associates to occasionally have to stay late/come in early and come in on days off

• WE ARE RECRUITING FOR 1 OPERATING SHIFT:

  Covington, KY: Monday – Thursday, 8:00am – 4:30pm and Sunday, 7:00am – 3:30pm

The Team

The goal of PFI Retail is to protect customers’ assets by quickly and accurately processing their incoming transactions.  The team supports all Fidelity business units by performing form recognition and data capture on forms, documents and checks presented via electronic image. Processing is completed within internal service delivery goals as well as legal and regulatory deadlines governing the timely and accurate processing of transactions.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission 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.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

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 the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.