Account Management Representative

Job Description:Working Hours: 7:00-15:30 Company OverviewAt Fidelity, we help 23 million people invest their life savings, 20,000 businesses manage their employee benefits programs, 10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.Fidelity established its Ireland presence in 1996 and we currently employ over 1000 staff across IT and Operations & Corporate Shared Services with offices in Dublin (Citywest) and Galway (Parkmore East).The successful candidate will work within an exciting, fast-paced and growing Operations & Corporate Shared Services environment. Fidelity is a privately owned company, committed to innovation and to providing the best customer experience in financial services.The Expertise We’re Looking For0-2 years’ experience, preferably within financial services and/or a shared service modelThe Purpose of Your RoleThe Account Maintenance team accurately maintains new and existing brokerage accounts and all related features for the National Financial business unit. Representatives utilize multiple systems, (e.g. FBSI, XTRAC) to analyze account application requests and maintenance forms accurately and action them expeditiously.The Skills You BringYour ability to quickly organize and prioritize multiple tasksYour ability to take initiative and to work under tight deadlines in a dynamic team environmentBe analytical and possess good problem solving skillsBe technically oriented, with strong MS Office/PC skillsYour excellent written and verbal communication and interpersonal skillsBe motivated and show desire to learn about the business and new technologiesThe Value You DeliverBy processing new account application and maintenance forms, you provide a valuable service to our customers, and help to maintain the firm’s reputation for qualityThe relationships that you establish with our US business partners will help ensure adherence to Operations policies and procedures, and will enhance the reputation of the Account Maintenance team in IrelandPrioritizing and managing escalations/exceptions that are received from NF Client Managers and the teams’ US business partnersManaging and reviewing documented client exception lists to ensure client-specific needs are metParticipating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & proceduresHow Your Work Impacts the OrganizationOperations and Services Group (OSG) is a division of Fidelity Institutional and provides superior customer service to Fidelity businesses through innovation, dedication and commitment to excellence. In operating locations across the US and in Ireland, OSG plays a critical role by processing every transaction into Fidelity and out to customers through the brokerage platform. OSG provides securities execution, clearance, and risk management services to retail, institutional, and correspondent clients.Closing DateClosing date for applications is 30th October 2026For information about working at Fidelity, visit .Fidelity Investments is an equal opportunity employerCategory:Brokerage Operations