Fidelity Investment Work Values

Daily Duties at Fidelity Investment:

Integration Transaction Services Coordinator - Involved in all phases of comprehensive institutional investments from establishing and maintaining new accounts for the broker/dealer, bank wholesale, trust, government and insurance markets to processing system transfers, IRA applications, check purchases, and bank wires. Responsibilities included extensive account research, training, and supervising staff members, analyzed and evaluated current imaging software. Problem Resolution Representative - Researched and analyzed shareowner's inquires and complaints. Used creative problem solving techniques and risk analysis, processed monetary adjustments, established and maintained new accounts/features. Extensive shareowner contact. Brokerage Research Representative -- maintained documentation relating to brokerage accounts

What they like about Fidelity Investment:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

Compliance, securities, investment advisor, FINRA, SEC, fraud

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Fidelity Investment: