Corporate Actions Senior Associate jobs in United States
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Fidelity Investments · 5 hours ago

Corporate Actions Senior Associate

Fidelity Investments is seeking a Senior Associate within the Operations and Service Group to join their Corporate Actions Dividend team. The role focuses on ensuring the timely and accurate processing of dividend and interest distributions while providing superior service to clients and collaborating with various teams.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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Responsibilities

Provide superior service to our clients as part of the Corporate Actions Dividend team
Ensure all distributions are processed timely and accurately
Have the appropriate management oversight and are escalated as needed
Assisting in project management responsibilities
Partnering with the Client Service and Support teams
Be a key contributor to a positive and inclusive workplace environment
Help develop and manage goals to effectively drive process and service improvement
Provide superior phone service to our clients in a fast-paced, time-sensitive environment

Qualification

Customer ServiceExcelProcess ImprovementRelationship BuildingIndustry ExperienceTeamworkAdaptabilityProblem SolvingProject Management

Required

Strong relationship building skills with a focus on our clients and internal business partners
Initiative to tackle problems, improve processes and learn new functions
Flexibility, adaptability, and a desire to work in a strong team-based environment
Superior Customer Service skills
Helping to develop and manage goals to effectively drive process and service improvement
The ability to provide superior phone service to our clients in a fast-paced, time-sensitive environment
Proficient in Excel
3 years of industry related experience in either a brokerage firm, bank, clearing firm or mutual fund company

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase