Senior Representative, Transaction Processing at Fidelity Investments

Job Title

Extracting and preparing documents for scanning through the operation of automated mail extraction equipment or manually removing envelope contents and following specific business partner rules for scan preparation, In Good Order (IGO) / Not In Good Order (NIGO) review and signature guarantee validation, creating batch cover sheets for scanning. This processing facilitates Fidelity's ability to process incoming customer requests within legal and regulatory constraints.

Image customer correspondence by orienting pages, scanning documents, and validating the application of an accurate, legible scan line, then following business rules to pull and forward originals, creating files and using them to archive documents.

Performing form recognition and data capture on forms, documents, and checks presented via electronic image.

Perform document identification, classification, and in-good-order (IGO)/not-in-good order (NIGO) review of customer supplied transactions by leveraging discrete, complex, and dynamic business partner specific rules designed to initiate and facilitate document routing by priority, transaction type and workflow processing queues.

Conduct customer related research utilizing Fidelity mainframes and/or data bases to locate, analyze and supply data elements required for transaction routing, indexing and image retrieval purposes.

Identify and assist with workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations/ideas, and supporting change in order drive process efficiencies.

The Expertise And Skills You Bring

High school diploma

Two years of transaction processing experience within a professional, fast paced, corporate environment

Issue resolution and problem solving capabilities

Strong organization skills with meticulous attention to detail

Manage multiple priorities, meeting goals and deadlines

Risk-mitigation skills

Customer obsession

Owns the outcome

Thinks and works across the company

Expertise, integrity, and responsibility

Digital dexterity

Growth mindset

You are highly self-motivated, and work well in a team-oriented environment

Self-directed and independent thinker

Ability to complete assigned tasks both timely and accurately

Excellent written and verbal communication skills

Ability to complete work by prioritizing multiple tasks to meet tight time constraints

Ability to navigate between multiple applications

Strong data entry skills

Working knowledge of MS Office including Teams, Excel, Outlook, Word, etc.

10 key keying skills

Ability to effectively navigate virtual meeting platforms

Flexibility- able to adjust schedule on occasion due to business needs (early/late/holiday)

Willingness and ability to work in the office or remotely as required by the job function

Ability to adapt to change

Requires attention to detail and extensive concentration/focus for extended periods of time

Able to meet the performance indicator expectations of the business unit

The Team

As a member of the Customer Transaction Center group, you will be joining a multi-faceted team responsible for processing customer transactions through various input channels such as physical mail delivery, central scan, remote scan, and electronic. The efficient and accurate processing of this work could involve manual opening and scanning of mail, performing form recognition and data capture on items presented via electronic image, or identifying specific customer and transaction data required to initiate and facilitate document routing for downstream processing. The team supports all Fidelity business units with a goal of meeting established internal service delivery, productivity, and quality benchmarks.