Transaction Processor

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Albuquerque, NM!
The Role
This position supports all Fidelity business units by identifying and routing customer supplied documents received through various input channels – central scan, remote scan and electronic. Identification includes customer and transaction specific data required to initiate and facilitate document routing by business partner, transaction type and priority in order to assist and facilitate downstream processes.
The Team
As a member of the team you will perform document identification, classification and in-good-order (IGO)/not-in-good order (NIGO) review of customer supplied transactions by demonstrating discrete, complex and dynamic business partner specific rules designed to initiate and facilitate document routing by priority, transaction type and workflow processing queues.
The Expertise You Have

• High school diploma
• 2-5 years of transaction processing experience within a professional, fast paced, corporate environment, preferably within Fidelity Investments

The Skills You Bring

• Ability to complete assigned tasks both timely and accurately
• Strong organization skills with meticulous attention to detail
• Ability to work in a team environment
• Excellent written and verbal communication skills
• Highly motivated, self directed and an entrepreneurial problem solver
• Strong customer service skills
• Ability to complete work by prioritizing multiple tasks to meet tight time constraints
• Ability to navigate between multiple applications
• Flexibility / adaptive to change
• Ability to solve business related problems across functional and business lines
• Knowledge of Fidelity’s applications and various Inbound applications
• Thorough understanding of Check and Stock acceptance rules, policies and procedures
• Working knowledge of MS Office including Excel, Outlook, Access database software, Internet
• Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units and external deposit institutions
• Work experience in a risk controlled environment

The Value You Deliver

• Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
• Consistent, knowledgeable measurement of the domain’s performance and contribution to Fidelity’s growth
• Role in developing multi-year plans, budgets, forecasts, and other ad hoc analyses that supports sound decision making for this unique enterprise level domain
• Working closely and collaboratively across PI and WI Finance

Dynamic Working
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 all business days of every other week in a Fidelity office. 

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

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 TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.