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Transaction Processor

Fidelity TalentSource

This is a Contract position in Westlake, TX posted July 27, 2021.

Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments, located in Westlake, TX.

This is a six month contract that pays $18.00 an hour.

Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients.

The Expertise We’re Looking For

  • Bachelor’s Degree or 1 year of financial services experience preferred
  • Proven track record in high volume, high paced data centric processing environment
  • Customer oriented

The Purpose of Your Role

The Transaction Service Representative (TSR) will work within a “Pod” or Service Team environment, which consists of dedicated Money Movement, TOA, and New Account/Maintenance associates, as well as Client Service Representatives (CSR) and Client Service Managers (CSM). The team will work on all service and operational requests from a specific group of clients and will be responsible for the overall service experience for those clients. The TSR will be responsible for the accurate and timely processing of transaction requests for Fidelity advisor customers including transfer of assets, money movement requests, or new account creation and account maintenance. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to teamwork and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization.

The Skills You Bring

  • Your ability to work well on teams and in fast-paced, cross-collaborative environments.
  • You think analytically and deliver solutions to complex challenges.
  • Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions.
  • You have intermediate to advanced knowledge of Microsoft Office applications.
  • Your outstanding attention to detail
  • Your positive outlook
  • Your strong work ethic

The Value You Deliver

  • Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.
  • Driving high satisfaction, quality and efficiency for both the client and Fidelity.
  • Delivering superior results quickly and efficiently, utilizing effective time management skills.
  • Driving innovation through curiosity and comprehensive understanding of business processes and challenges.
  • Bringing energy and excitement to your role every day.

How Your Work Impacts the Organization

The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions (“FCCS”), which includes banks and broker dealers in the clearing space and registered investment advisors (“RIA”), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.

COVID work policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.


Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at .

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at  .

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit .

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

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