Transaction Service Representative - Fidelity Investments

Smithfield, RI 02917

Posted: 04/07/2021 Industry: Professional Services/Administration/Education Job Number: 2516

Job Description

Skills for Rhode Island’s Future is recruiting candidates for Fidelity Investments. Please read more about Skills for Rhode Island’s Future at the end of this job description.

COMPANY NAME: Fidelity Investments
JOB TITLE: Transaction Service Representative
LOCATION: Smithfield, RI
Hours: Full-time, 8:30 - 5:00pm

Job Description:

The Transaction Service Representative (TSR) will work within a "Pod" or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for those clients.  

Key Responsibilities:

  • Provide accurate and timely processing of transaction requests for Fidelity customers including transfer of assets, money movement requests, or new account creation and account maintenance
  • Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.
  • Driving high satisfaction, quality and efficiency for both the client and Fidelity.
  • Delivering superior results quickly and efficiently, utilizing effective time management skills.
  • Driving innovation through curiosity and comprehensive understanding of business processes and challenges.
Requirements:
  • Bachelor's Degree or 1 year experience preferred
  • Ability to work well on teams and in fast-paced, cross-collaborative environments.
  • You think analytically and deliver solutions to complex challenges.
  • You take pride in your work and have a detail-oriented
  • Possible work from home opportunity 
  • Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions.
  • You have intermediate to advanced knowledge of Microsoft Office applications.

How to Apply
For more information and a full job description, please visit Skills for Rhode Island’s Future website at www.skillsforri.com/jobs. Applicants interested in this position will be screened by Skills for Rhode Island’s Future and Fidelity Investments will make the final hiring decisions.

Why Apply Through Skills for Rhode Island’s Future
Our mission is focused on supporting unemployed and underemployed job seekers. Our goal is to get you back to work. Skills for Rhode Island’s Future’s team will guide and provide you with support throughout the hiring process. Skills for Rhode Island’s Future has agreements with employers to recruit talent like you, making us a resource to get the unemployed and underemployed job seeker back to work.

Meet Your Recruiter

Nicholas Rayta

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