Operations Training and Development Associate focusing on agent training and customer service standards. Collaborating with leadership to enhance new hire experience and maintain training materials.
About the role
- Associate in Transfer Agent Operations at Fidelity supporting next-generation transfer agent operations. Involves analyzing data, ensuring compliance, and collaborating with teams for process improvement.
Responsibilities
- Ensure quality standards are enforced, met and compliant with regulatory mandates
- Apply department call model, policies, and procedures to evaluate interactions
- Critical thinking and ability to analyze data for trends
- Comply with all policies and procedures related to all aspects of TA Operations
- Ensure all key daily duties are performed timely and accurately
- Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation
- Assist management in coaching and training of associates as needed
- Other duties as assigned by management
Requirements
- College Degree required
- 0-3 years experience in Financial Service or Transfer Agent Operations
- Proficiency with Microsoft office Word, Excel and other basic knowledge of other products within suite
- Effective written, verbal and listening skills
- Strong problem solving and decision-making skills
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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