What are the responsibilities and job description for the Senior Representative, Transaction Processing - Return to Post Office (RPO) position at Fidelity Investments?
Job Description
The Role
Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a team supporting multiple business unit Return Mail Processes such as 401k, Defined Benefits, Health and Wellness, Retail Lost Shareholder, and many more.
You will work with internal business partners to ensure timely review of the returned mail documents and if Fidelity could have a bad address on file. You will need to meet quality standards to ensure the participants' accounts are protected and properly documented.
The Expertise And Skills You Bring
Fidelity will not provide immigration sponsorship for this position.
The Team
The Operations and Services Group at Fidelity Institutional has many branches. Here in the inbound operations team, we provide transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise.
Our role ultimately helps protect our participants from Identity theft and ensuring their retirement accounts are safe. Participants need to know that Fidelity takes protecting their account information seriously and we work to meet that standard every day!
Certifications
Category:
Transaction Processing
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.
The Role
Do you like problem solving and working in a fast-paced office environment? Join us at Fidelity Investments where you will be part of a team supporting multiple business unit Return Mail Processes such as 401k, Defined Benefits, Health and Wellness, Retail Lost Shareholder, and many more.
You will work with internal business partners to ensure timely review of the returned mail documents and if Fidelity could have a bad address on file. You will need to meet quality standards to ensure the participants' accounts are protected and properly documented.
The Expertise And Skills You Bring
- High school diploma
- Minimum of 1 year experience in a data entry related role
- Strong communication skills
- High level of attention to detail
- Highly adaptable to change and flexible under pressure
- You have a positive attitude and ‘can do’ approach to challenges
- Possess the ability to learn and apply knowledge to make effective processing decisions
- Managing queue work
- Reviewing multiple databases to confirm if addresses still match or have been updated previously.
Fidelity will not provide immigration sponsorship for this position.
The Team
The Operations and Services Group at Fidelity Institutional has many branches. Here in the inbound operations team, we provide transaction services to each of Fidelity’s distribution channels. We support Fidelity’s growth with high quality, cost effective and innovative service solutions through talented associates and processing expertise.
Our role ultimately helps protect our participants from Identity theft and ensuring their retirement accounts are safe. Participants need to know that Fidelity takes protecting their account information seriously and we work to meet that standard every day!
Certifications
Category:
Transaction Processing
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.
