Senior Representative, Transaction Processing

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role As part of Fidelity Wealth, the Remittance Services team provides transaction processing services to all of Fidelity’s distribution channels. The team supports Fidelity’s continued growth by delivering high-quality, cost-effective, and innovative service solutions through advanced technology, skilled associates, and operational expertise.

In this role, you will be part of the Remittance Services business unit, supporting a broad range of activities including mail receipt, check depositing, and document processing. As a Senior Representative, Transaction Processing, you will play a key role in delivering accurate and timely transaction services while contributing to operational excellence in a fast-paced, team-oriented environment.

Note: Fidelity will not provide immigration sponsorship for this position.

The Experience and Skills You Bring

• High school diploma required
• Minimum of one year of experience in a data entry or processing-related role
• Check processing experience preferred
• Strong communication skills
• High attention to detail and accuracy
• Ability to achieve at least 75% of established productivity metrics within 6 months of certification
• Ability to maintain a minimum quality score of 99.95%
• Strong multitasking and organizational skills
• Flexibility and adaptability to a changing environment
• Positive attitude with a can-do approach to challenges
• Ability to learn and apply multiple processes to make effective decisions
• Experience managing queue-based work and performing check reconciliation
• Ability to review deposit instructions and execute transactions accurately
• Demonstrated ability to handle high-risk and exception-based transactions

Work Schedule Requirements:

• Shifts range Sunday through Friday, 4–5 days per week
• Work hours between 6:00 AM CT and 4:30 PM CT (8–10 hour shifts)
• Required availability for a minimum of 2 holidays and 2 Saturdays annually

The Team Remittance Services delivers imaging, data entry, and check deposit services for multiple Fidelity business units. The team is dedicated to quality, risk mitigation, and end-to-end operational efficiency, enhancing Fidelity’s ability to deliver a superior customer experience. 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:

Transaction ProcessingPlease 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.