Do you genuinely enjoy making a difference in the lives of others? If you answered "yes" and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Covington site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.Rewards & Recognition: Your achievements will be celebrated as you progress through the program.This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Skills You Bring
Ability to establish rapport and relationships through effective communicationGreat listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Proficiency in navigating and troubleshooting basic technology issues or systems.Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who brings energy and passion to the teamMinimum 1 year of customer service experienceHigh School diploma or GED requiredThe Value You Deliver
A passion for helping peopleDesire for continuous learning, applying new concepts, and using training and experience to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsNote: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am - 8:30pm EST
Certifications: Category: Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please 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.
Read LessDo you genuinely enjoy making a difference in the lives of others? If you answered "yes" and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.Rewards & Recognition: Your achievements will be celebrated as you progress through the program.This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Skills You Bring
Ability to establish rapport and relationships through effective communicationGreat listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Proficiency in navigating and troubleshooting basic technology issues or systems.Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who brings energy and passion to the teamMinimum 1 year of customer service experienceHigh School diploma or GED requiredThe Value You Deliver
A passion for helping peopleDesire for continuous learning, applying new concepts, and using training and experience to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsNote: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am - 8:30pm EST
Certifications: Category: Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please 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.
Read LessDo you genuinely enjoy making a difference in the lives of others? If you answered "yes" and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Smithfield site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.Rewards & Recognition: Your achievements will be celebrated as you progress through the program.This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Skills You Bring
Ability to establish rapport and relationships through effective communicationGreat listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Proficiency in navigating and troubleshooting basic technology issues or systems.Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who brings energy and passion to the teamMinimum 1 year of customer service experienceHigh School diploma or GED requiredThe Value You Deliver
A passion for helping peopleDesire for continuous learning, applying new concepts, and using training and experience to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsNote: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am - Midnight EST
Certifications: Category: Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please 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.
Read LessDo you genuinely enjoy making a difference in the lives of others? If you answered "yes" and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Smithfield site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.Rewards & Recognition: Your achievements will be celebrated as you progress through the program.This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.The Skills You Bring
Ability to establish rapport and relationships through effective communicationGreat listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)Proficiency in navigating and troubleshooting basic technology issues or systems.Handle a variety of situations and conversations driving towards a resolution suitable for allSelf-motivated teammate with strong social skills who brings energy and passion to the teamMinimum 1 year of customer service experienceHigh School diploma or GED requiredThe Value You Deliver
A passion for helping peopleDesire for continuous learning, applying new concepts, and using training and experience to assist with decision-makingProvide outstanding customer service and communication via voice or digital channelsNote: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am - Midnight EST
Certifications: Category: Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please 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.
Read LessThe Role
Digital Assets Shareholder Reporting is GROWING at Fidelity!
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies?
As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s).
This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success!
Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures.
The Expertise and Skills You Bring
Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)Demonstrated success in leading teams to perform at their best for our Senior Manager roleExperience using the Geneva or InvestOne platforms for accounting and reporting are a plusAdvanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrenciesIn-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangementsAdvanced excel skills and experience translating accounting data into financial statement presentationAbility to lead independently and in an operations-focused, fast paced team environmentStrong working knowledge of project and relationship managementExcellent written and verbal communication skills and strong presentation capabilityMBA or CPA preferred for the Manager and Senior Manager roles.Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!
Certifications: Category: Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please 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.
Read LessSenior Risk Manager - Alternative Accounting Risk
Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? Over the past five years, Fidelity has made a significant investment in developing Alternative Products, with a strong focus on launching new offerings across private equity, private credit, hedge funds, real assets, and emerging digital assets. Fidelity currently has over 40 unique Alternative Products in the market, with another 40+ in the pipeline. FFIO is responsible for providing operational support for these Funds, including Fund Accounting, Shareholder Reporting, Data Governance, and Cash and Position Reconciliation. In addition, FFIO is accountable for meeting fund regulatory and audit obligations (e.g., Sarbanes-Oxley 404 and SOC 1 reporting).
Summary of the Role
The FFIO Risk team partners closely with FFIO Leadership to help FFIO develop a wide range of processes and controls to support these new Alternative Funds, including automation strategies to scale evolving business requirements. The FFIO Alternative Funds Risk Senior Manager will provide strategic leadership to all of FFIO's work across the Alternative Fund Landscape, including work performed in Westlake, Merrimack, Boston and Dublin Ireland. Specifically, this Senior Manager will drive our Alternative Fund Risk support across FFIO, frequently engage with SVP/VP Leaders in FFIO on risk topics related to new product development, and evaluate key risks during product rollout. This individual will also help develop mitigation strategies and assess operational readiness for go-live and direct our Sarbanes-Oxley 404 work across FFIO. Lastly, beyond MVP support, this leader would guide FFIO's transition to a long-term, integrated risk model and oversee risk management from an end-to-end perspective across the Alternatives platform.
The Expertise You Have
Bachelors' Degree required
7+ years' industry experience, including Audit or other Risk Management activities
Understanding of Alternative Investment Products, including partnerships, crypto, direct lending, interval and evergreen funds, etc.
Fund accounting and operations knowledge, specifically related to alternative investments, required
Other applicable experience (e.g., accounting, real estate, billing, etc.) preferred
Demonstrated leadership or project management experience
Excellent verbal and written communication skills with the ability to articulate complex
The Skills You Bring
Understands, supports and can articulate the vision, mission and strategy of Risk
Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change
Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Tableau); knows when and how to move from sample-based testing to analyzing full populations to surface risk or identify control deficiencies
Ability to manage multiple tasks; and provide supervision and direction to less experienced associates
Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience
Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues
Adaptable to new information, changing business priorities, input from others, and lessons learned
Demonstrated risk management knowledge and experience, including risk assessment and control evaluation
The Value You Deliver
The candidate's primary responsibility will be providing business unit risk support, including:
Proactively engaging with the business and leveraging data to identify risks, provide guidance, execute risk assessments, and perform testing activities
Continuously analyzing and assess the risk profile of the business
Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities
Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program
The base salary range for this position is $89,000-$150,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications: Category: Risk Read Less