CRC - Role
This position supports all Fidelity business partners and internal Inbound departments with the retrieval and redirecting of documentation routed or processed incorrectly to assist with ensuring timely and accurate completion. In addition, this role supports the management, retrieval and destruction of archived records in support of the Fidelity records management program.
2. MAJOR RESPONSIBILITIES:
Processing work items rejected from all business partners and internal teams by pulling, validating and redirecting original customer paperwork manually or electronically to ensure proper routing enabling processing completion within defined regulatory guidelines. Managing the retrieval and storage of archived paperwork, through physical and electronic tracking tools to enable efficient and accurate retrieval for processing completion within defined regulatory guidelines.
3. RISK EXPOSURE
The CRC Associate is responsible for high risk monetary transactions that have direct impact to Fidelity's internal business partners, end customers and external institutions. Transaction processing has the potential for significant financial, regulatory and reputational risk.
§ Working knowledge of Fidelity's on-line mainframe systems, including FBSI, XTRAC, FPRS and DART.
§ Working knowledge of all departmental policies and procedures.
§ Working knowledge of integrated MS Office, Excel spreadsheet, Outlook Mail, and Presentation software, with special emphasis on Microsoft Access software.
§ Thorough understanding of the interrelationships between Inbound and Fidelity business units is preferred.
§ Working knowledge of Iron Mountain database and Total Recall application
5. WORK CONDITIONS
§ Usual office working conditions
§ Requires consistent lifting of 10 to 50 pounds
§ Requires prolonged periods of sitting and standing
§ Requires use of a pallet jack for movement of full pallets
Fidelity TalentSource, formerly Veritude, 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 recruit individuals from a variety of 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 diverse and inclusive workplace while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com.Information about Fidelity Investments
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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
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