Fidelity Investments · 13 hours ago
Senior Representative, Client Services - Processing
Roanoke, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expFidelity Investments is seeking a Senior Representative for Client Services in their Operations & Services Group. This role involves navigating transaction processing and delivering exceptional service to financial advisors and institutional clients, ensuring customer satisfaction through effective communication and efficient processing of inquiries.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Provide quality customer service through accurate and timely processing of requests
Deliver effective written and verbal communication to appropriate business partners when requests are not in good order or need clarification
Meet minimum productivity requirements
Gain proficiency in additional OSG processes as department needs require
Complete administrative records documenting time spent on different processes
Strong organizational skills and attention to detail
Proficient in manually entering or transferring data from paper documents into computer systems
Ensure accurate processing of allocated work with efficiency
Interacting with business partners (Resolution, Adjustments, Frontline call center, etc.) to assist in processing client requests
Ability to learn and adapt to changes and new processes
Motivated and committed to excellence; positive attitude and can-do work ethic
Strong Team player
Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
Strong organizational skills, ability to prioritize decisions in a fast-moving environment
Contribute to a team environment that fosters culture of peer-to-peer coaching, collaboration and recognition
Problem solver
Flexible and adaptable; you adjust quickly to change in a busy environment
Ability to think independently with decision-making skills
Understand the importance of providing superior service and able to think outside the box
Qualification
Required
2+ years of brokerage operations or financial services experience preferred
2+ years of experience in transaction processing/data entry roles or related financial process STRONGLY PREFERRED
Provide quality customer service through accurate and timely processing of requests
Deliver effective written and verbal communication to appropriate business partners when requests are not in good order or need clarification
Meet minimum productivity requirements
Gain proficiency in additional OSG processes as department needs require
Complete administrative records documenting time spent on different processes
Strong organizational skills and attention to detail
Proficient in manually entering or transferring data from paper documents into computer systems
Ensure accurate processing of allocated work with efficiency
Interacting with business partners (Resolution, Adjustments, Frontline call center, etc.) to assist in processing client requests
Ability to learn and adapt to changes and new processes
Motivated and committed to excellence; positive attitude and can-do work ethic
Strong Team player
Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
Strong organizational skills, ability to prioritize decisions in a fast-moving environment
Contribute to a team environment that fosters culture of peer-to-peer coaching, collaboration and recognition
Problem solver
Flexible and adaptable; you adjust quickly to change in a busy environment
Ability to think independently with decision-making skills
Understand the importance of providing superior service and able to think outside the box
Benefits
Immersive paid training during onboarding
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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