Account Management Representative
At a glance
Mid-level Account Management role at Fidelity. Dublin · full-time.
Pay not stated Account Management salary
growthroles summary, based on the employer's posting.
What you'll do
- Review brokerage account applications and maintenance forms, then update accounts and related features accurately
- Handle escalations and exceptions from NF Client Managers and US business partners, setting priorities as they arrive
- Check documented client exception lists so account handling reflects each client’s specific needs
- Build working relationships with US partners to follow Operations policies and procedures
- Join projects that improve workflows, quality, efficiency and operating procedures
What you bring
- You have up to two years of experience, preferably in financial services or a shared-services setting
- You can organize competing tasks, take initiative and meet tight deadlines in a team environment
- You bring analytical problem-solving ability, strong PC and MS Office skills, and clear communication
Who this fits
This is an early-career account maintenance role suited to someone ready to learn the business and new technologies. The working hours are 7:00 to 15:30, and the role is based in Dublin.
From the employer
Job Description:
Working Hours: 7:00-15:30
Company Overview
At Fidelity, we help 23 million people invest their life savings, 20,000 businesses manage their employee benefits programs, 10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.
Fidelity established its Ireland presence in 1996 and we currently employ over 1000 staff across IT and Operations & Corporate Shared Services with offices in Dublin (Citywest) and Galway (Parkmore East).
The successful candidate will work within an exciting, fast-paced and growing Operations & Corporate Shared Services environment. Fidelity is a privately owned company, committed to innovation and to providing the best customer experience in financial services.
The Expertise We’re Looking For
- 0-2 years’ experience, preferably within financial services and/or a shared service model
The Purpose of Your Role
The Account Maintenance team accurately maintains new and existing brokerage accounts and all related features for the National Financial business unit. Representatives utilize multiple systems, (e.g. FBSI, XTRAC) to analyze account application requests and maintenance forms accurately and action them expeditiously.
The Skills You Bring
- Your ability to quickly organize and prioritize multiple tasks
- Your ability to take initiative and to work under tight deadlines in a dynamic team environment
- Be analytical and possess good problem solving skills
- Be technically oriented, with strong MS Office/PC skills
- Your excellent written and verbal communication and interpersonal skills
- Be motivated and show desire to learn about the business and new technologies
The Value You Deliver
- By processing new account application and maintenance forms, you provide a valuable service to our customers, and help to maintain the firm’s reputation for quality
- The relationships that you establish with our US business partners will help ensure adherence to Operations policies and procedures, and will enhance the reputation of the Account Maintenance team in Ireland
- Prioritizing and managing escalations/exceptions that are received from NF Client Managers and the teams’ US business partners
- Managing and reviewing documented client exception lists to ensure client-specific needs are met
- Participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures
How Your Work Impacts the Organization
Operations and Services Group (OSG) is a division of Fidelity Institutional and provides superior customer service to Fidelity businesses through innovation, dedication and commitment to excellence. In operating locations across the US and in Ireland, OSG plays a critical role by processing every transaction into Fidelity and out to customers through the brokerage platform. OSG provides securities execution, clearance, and risk management services to retail, institutional, and correspondent clients.
Closing Date
Closing date for applications is 30th October 2026
For information about working at Fidelity, visit www.fidelityinvestments.ie.
Fidelity Investments is an equal opportunity employer
Category:
Brokerage OperationsNot this one either?
Claude or ChatGPT reads the other 93,771 for you.
Get better matches →
