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Transaction Processor in Smithfield, RI at Veritude

Date Posted: 1/10/2019

Job Snapshot

Job Description

Veritude is looking for a Transaction Processor at Fidelity Investments.  This position is based in Smithfield, RI.

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 Processor 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 Processor (TP) 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 TP 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.
You take pride in your work and have a detail-oriented mindset.
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.
 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.

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.


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