Implementation Analyst, TA Operations
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Jersey City • New Jersey • Rhode Island • United States
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Salary
💰 $66,000 - $125,000 per year
About the role
- Serve as the primary liaison for new clients during the onboarding and implementation phase
- Manage the end-to-end onboarding process for issuer accounts transitioning to the transfer agent
- Educate clients on operational workflows, reporting tools, and service procedures
- Coordinate with internal teams (operations, engineering, call center) to ensure proper client set-up and data migration
- Manage onboarding calls to help clients adapt to the Fidelity Stock Transfer’s systems and processes
- Identify potential onboarding risks or operational gaps and proactively implement solutions
- Ensure all regulatory and compliance documentation is completed during onboarding
- Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
- Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
- Develop onboarding materials, guides and best practices to enhance the client transition experience
- Transition clients to the client management teams once onboarding is successfully completed
Requirements
- College Degree required and/or 7-10 years experience in Financial Service Operations
- Strong knowledge of transfer agent operational processes, project management and SEC regulations; Tax knowledge and experience a plus
- Effective written, verbal and listening skills
- Strong problem solving and decision-making skills
- Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
transfer agent operational processesproject managementSEC regulationstax knowledgedata migrationonboarding process managementoperational workflowsreporting toolssystem designclient transition materials
Soft Skills
effective written communicationeffective verbal communicationlistening skillsproblem solvingdecision makingcollaborationinfluencing outcomesorganizational skillsadaptabilityproactive implementation