Trading Services Group Representative III - Video Introduction Included

Fidelity Investments - Merrimack, New Hampshire
11/14/2017 5:10:06 AM
Custody Operations

Job Desription

The TRADING SERVICES GROUP REPRESENTATIVE III, reporting to the Middle Office Senior Manager, is responsible for responding to customer securities settlement inquiries via the phone and email, and manual trade processing in the accounting system.

The Expertise We’re Looking For
1-3 years of Financial services industry experience
Bachelor's degree preferred, but not required

The Purpose of Your Role

As a business unit within Global Middle Office, the Trade Services Group (TSG) works with external trading desks, global custodians, broker dealers, and various internal business partners in support of FMTC and SAI funds. Core processing and services includes: Settlement and fail management, trade processing, and support and various other custody processing and reporting functions.

The Skills You Bring

Your proficient PC knowledge

Your excellent interpersonal and communications skills

Your strong time management skills

Your ability to handle multiple projects and tasks simultaneously within a tight timeframe

Your strong analytical skills

Your solid knowledge of business and industry practices

Your ability to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity

Your ability to develop solid action plans to resolve daily operational issues/ problems

The Value You Deliver

Performing all tasks associated with the Trade Service Group including (but not limited to) trade settlements, fail management, and trade processing.

Identifying and escalating issues, which could have significant impact on daily operations
Providing exceptional service to the various supported external investment managers
Participating in future project opportunities and facilitate change in a rapidly developing environment
Assisting with development and review for new and/or changes to departmental policies and procedures
Collaborating within team environment to successfully manage daily work volumes and quality standards

How Your Work Impacts the Organization

The Trade Services Group interfaces with custodian bank services in support of FMTC and SAI family of funds. The position involves frequent interaction with internal business partners, trading counterparties, custodian banks, and the various external trading desks. The Trade Services Group provides superior customer service support to Fidelity’s external money managers.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Job: Custody Operations

Primary Location: US-NH-Merrimack

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Non-exempt

Travel: No

Merrimack, New Hampshire
Merrimack, NH