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    Fidelity Digital Assets Analyst-Account Manager - Durham, United States - Fidelity TalentSource LLC

    Fidelity TalentSource LLC
    Fidelity TalentSource LLC Durham, United States

    2 weeks ago

    Fidelity TalentSource LLC background
    Description



    Job Description:

    Fidelity Digital Assets Analyst, Account Management Operations

    The Purpose of Your Role

    Fidelity Digital Asset Services (FDAS) is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Account Opening and Maintenance team accurately sets up and maintains accounts, in several systems, for all FDAS s product offerings. To be effective, you will work closely with the Client Service team, Custody Operations, Execution Services, Implementation Managers, and the technology team to ensure client requirements are met. With your knowledge and commitment, you will become a collaborative and resourceful member of the FDAS team, sharing best practices and driving successful results.
    \u00A0

    The Expertise we re looking for

    • Bachelor's Degree preferred
    • 3-5 years experience, preferable within financial services and/or a shared service model
    • Strong attention to detail & analytical skills
    • Experience working within a SOC-1 environment with clear demonstration and understanding of procedures and controls
    • Experience in supporting testing in UAT & Production environments
    • Relationship building skills across team, business units, and global peers
    • Strong process management & decision-making skills
      \u00A0

    The Skills You Bring

    • Your excellent interpersonal, verbal, and written communication skills
    • Your ability to work well on global teams and in fast-paced, cross-collaborative environments
    • Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions
    • Your success in navigating and thriving in a dynamic, growing new business
    • Be analytical and possess good problem-solving skills while maintaining good attention to detail
    • Be motivated and show desire to learn about the business and new technologies
      \u00A0

    The Value You Deliver

    At Fidelity, collaboration isn t just about working together, but also about improving lives together.\u00A0 Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you ll deliver are:

    • By processing new account application and maintenance forms, you provide a valuable service to our customers, and help to maintain the firm s reputation for quality
    • Prioritizing and handling critical issues/exceptions that are received from Client Service Managers or Implementation Managers
    • Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency, and policy & procedures
    • Manage a monthly process to generate and distribute Account statement and invoices
    • Driving high satisfaction, quality, and efficiency for both the client and FDAS
    • Delivering superior results quickly and efficiently, utilizing effective time management skills
    • Driving innovation through curiosity and comprehensive understanding of business processes and challenges
      \u00A0

    How You re Work Impacts the Organization

    Fidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise.\u00A0 This role represents an exciting opportunity to help launch Institutional relationship capabilities within FDAS and help bring the vision for the future to life.\u00A0

    Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job.

    For roles based in the US :Visit myHR and search for \u201Caccommodation\u201D to review Fidelity s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/AccommodationTeam by completing the Accommodation Request Form on myHR, or by calling

    , prompt 2, option 2.

    For roles based in Ireland: Contact

    For roles based in Germany: Contact

    .comFidelity Privacy policy

    Salary Grade:

    3



    Certifications:

    Company Overview

    Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

    Join Us

    At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

    Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

    detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    We invite you to Find Your Fidelity at

    Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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