What are the responsibilities and job description for the Systems Analyst position at Fidelity Investments?
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Job Description
SALESFORCE ADMINISTRATOR ANALYST
The Role
You will have a daily impact by assisting our end users with technical support inquiries and create or enhance CRM capabilities in Salesforce.com using system configuration, clicks not code. The experiences you create will be used by our client facing associates. You will have to deeply understand our clients, deeply understand our associates, and think strategically about enabling an amazing experience using Salesforce cloud ecosystem that enables our associates to meet our client’s needs.
The Expertise And Skills You Bring
Your work will support the client and associate experience for Fidelity’s Workplace Investing business. Workplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online and over the phone. WI business constitutes of four different product lines Defined Contribution (DC), Defined Benefits (DB), Health & Welfare (HW) and Stock plan services (SPS).
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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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 Accommodation Team by sending an email to accommodations@fmr.com.
Job Description
SALESFORCE ADMINISTRATOR ANALYST
The Role
You will have a daily impact by assisting our end users with technical support inquiries and create or enhance CRM capabilities in Salesforce.com using system configuration, clicks not code. The experiences you create will be used by our client facing associates. You will have to deeply understand our clients, deeply understand our associates, and think strategically about enabling an amazing experience using Salesforce cloud ecosystem that enables our associates to meet our client’s needs.
The Expertise And Skills You Bring
- Bachelors or equivalent.
- Salesforce.com Administrator certification required.
- Salesforce.com App Builder certification desired1.
- Salesforce.com Advanced Administrator certification desired1.
- 1: If not held at start of role, additional certification(s) expected within 12 month increments per certification
- 2 Years application support.
- Strong Communication abilities
- Active listening skills and excellent written and oral communications skills are critical for interactions with our users.
- Strong Documentation skills are required to maintain our solution knowledge base and to share step-by step instructions with our users.
- Ability to empathize with customers and convey confidence while paying attention to detail.
- Organization and Prioritization
- Ability to multi-task in a fast-paced environment.
- Ability to prioritize work based on business impact and SLAs.
- Achieve results while preserving relationships.
- Technical Acumen
- Ability to troubleshoot, capture logs, and debug Salesforce solutions leveraging configuration and code.
- Ability to analyze trends and recommend improvements.
- Expertise working with Microsoft Excel functions (e.g. VLOOKUP)
- Experience with Salesforce.com or similar applications.
- Ability to understand relational databases.
- Experience with SQL.
Your work will support the client and associate experience for Fidelity’s Workplace Investing business. Workplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online and over the phone. WI business constitutes of four different product lines Defined Contribution (DC), Defined Benefits (DB), Health & Welfare (HW) and Stock plan services (SPS).
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, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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 Accommodation Team by sending an email to accommodations@fmr.com.
