Account Management Representative II
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 applications and account-change forms, then approve new accounts and requested features
- Triage exceptions raised by client managers and US partners, including client-specific exception lists
- Join workflow improvement projects and suggest ways to make procedures more consistent and efficient
- Protect customer confidence by keeping account information confidential
What you bring
- You have zero to two years of experience, ideally in financial services or shared services
- You bring strong computer skills, including working knowledge of MS Office
- You can organize competing tasks, meet tight deadlines and solve problems carefully
Who this fits
This is a six-month fixed-term role with working hours of 7:00 to 15:30. It suits someone early in their career who is detail-focused, analytical and comfortable working with a team and business partners.
From the employer
Job Description:
Duration: 6-month fixed term contract
Working Hours: 7:00-15:30
At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.
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.
- Excellent PC skills (MS Office)
The Purpose of Your Role
The Account Management 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 and maintenance forms accurately and action them expeditiously.
The Skills You Bring
- Your attention to detail and 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 skills
- Ability to build and maintain business partner relationships
- Be motivated and show a desire to learn about the business and new technologies
- Be a team player with capability to help maintain a positive work environment
The Value You Deliver
- Analyzing account applications and maintenance forms in order to approve new accounts and features
- Demonstrating high attention to detail in reviewing new account and maintenance items
- 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
- Recommending methods to ensure consistency and streamline procedures
- Maintain customer confidence and protect operations by keeping information confidential
How Your Work Impacts the Organization
Fidelity Institutional Operations and Services Group (OSG) provide superior customer service to Fidelity businesses through innovation, dedication and commitment to excellence. In operating divisions throughout the US and in offshore locations, OSG provide securities execution and clearance, information management and shareholder communications. Every day OSG perform tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions for institutional, retail, workplace and correspondent clients.
Closing Date
Closing date for applications is October 30th
Company Overview
Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals.
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, 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 an 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).
For information about working at Fidelity, visit www.fidelityinvestments.ie.
Fidelity Investments is an equal opportunity employer.
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