Job Description:

Are you looking for an opportunity to work in a fast-paced, team-oriented service environment that focuses on enhancing relationships and building client loyalty? Are you considered a “go-to person”?  If so, the Middle Office Service team may be right for you.

The Team

The Middle Office Service and Operations teams provides world class service to correspondent firms who clear their business through Fidelity Investments’ National Financial Services platform and outsource certain back office functionality.  We provide subject matter expertise to institutional, bank and independent broker dealers that offer financial services to their end-clients.

As a member of our team, you will assist these advisors with various phone inquiries and transactions pertaining to; retirement distributions, checks, wires, journals, account documentation and features, and transfer of assets. You will have opportunities to build working relationships with contacts at external financial firms, as well as with internal business partners.

The Expertise You Have

• College Degree preferred
• 2+ years customer service experience preferred
• 2+ years brokerage operations or financial services experience preferred

The Skills You Bring

• Ability to work in a fast-paced, team environment
• Strong service attitude
• Strong written, verbal and interpersonal communication skills
• Problem solving/analytical skills
• Time management
• Presentation & negotiation skills
• Creative/open-minded
• Broad systems knowledge (mainframe & web-based)

The Value You Deliver

• Supporting and addressing client inquires
• Resolving and/or facilitating resolution
• Interacting with business partners and/or contra firms
• Advocating for both client and firm

NOTE: This requisition is for future hiring needs in the April, 2022 timeframe.

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.