Job Description:
The Role
Do you enjoy working in a Team oriented back-office environment while providing superior service? Are you someone that is motivated to help clients by processing their requests? In the OSG Money Movement role, you will use your skills to review requests to determine eligibility, risk, and other requirements needed to process transactions for our clients.
The Expertise and Skills You Bring
- 3- 5 years of brokerage operations or financial services experience preferred
- Experience in transaction processing roles or related financial process preferred
- Your creative and innovation skills come forward when trying to solve problems
- You are flexible and can thrive in situations that allow for you to work both individually and as part of a team
- Working knowledge of Fidelity applications (FBSI, Xtrac, MyWorkspace)
- Effective verbal and writing communication skills
- Motivated and show a desire to learn about business and new technologies
- Be technically oriented, with strong MS Office/PC skills
- Strong attention to detail and ability to quickly assess and prioritize multiple tasks, including reviewing customer money movement requests
- Ability to thrive in a fast paced, highly engaged environment
- Recommending methods to ensure consistency and streamline procedures
- Maintain customer confidence and protect operations by keeping information confidential
- Ability to build and maintain business partner relationships
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
As an Associate on the Distributions team you will be responsible for the accurate and timely processing of money/asset movement requests for client accounts. We support the various market segments which are part of the Fidelity brokerage platform. When a client needs to move cash or securities from their account, for a variety of reasons, you will be the associate handling these requests within back office. You will have opportunities to build working relationships with internal business partners that assist in the re-registration or money movement control processes.
The base salary range for this position is $40,000-$63,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.