Inbound Senior Representative, Transaction Processing

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role  

As the CRC SR Representative in OSG Operations, you will play a critical role within Fidelity’s Inbound Operations business unit. This position involves supporting a diverse range of back-office operations, including document extraction and correspondence processing through multiple input channels—fax2mail, imaging platforms, and physical mail. The Inbound team delivers transaction services across all of Fidelity’s distribution channels, driving the company's growth with high-quality, cost-effective, and innovative service solutions. Our success is built on the expertise and dedication of our talented associates.  

• Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing letters, forms, image copies and/or original documents to enable completion of applicable customer transactions.    

• Complete extensive research to locate and respond to historical customer document retrieval requests utilizing various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests.  

• Serve as a subject matter expert (SME) by assisting team members with resolving complex processing issues, providing training, and conducting secondary process reviews.  

• Identify and support workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations, and driving process efficiencies through change management.  

• Ensure the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues. Track and enter time and volume-related data to demonstrate processing compliance and ensure reporting accuracy.  

The Expertise and Skills You Bring  

• High school diploma or equivalent  

• 2 years of transaction processing experience within a professional, fast paced, corporate environment.  

• Work experience in a risk-controlled environment.  

• You have excellent communication skills  

• Your ability to work independently or on a team on specific tasks  

• Your high attention to detail  

• Your ability to work effectively with computer desktop applications  

• Your ability to effectively multi-task  

• You are flexible for business needs and highly adaptive to change  

• You have a positive demeanor and ‘can do’ approach to challenges  

• You possess the ability to learn and apply knowledge to make effective processing decisions  

The Team  

As part of the Fidelity Brokerage and Operations Technology group, the Inbound Processing team is the backbone of transaction processing for the firm. We provide imaging, data entry, and document processing services for several Fidelity business units. Our knowledgeable team and comprehensive solutions emphasize quality, risk mitigation, and end-to-end operational efficiency, bolstering Fidelity’s ability to deliver a superior customer experience. If you thrive on continuous improvement, exceptional customer service, and team development, the role of CRC Senior Representative, Transaction Processing, OSG Operations, may be ideal for you! 

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.