Fidelity Investments Data Administrator
3 weeks ago
About This Role
We are seeking a highly organized and detail-oriented individual to join our team as a Broker Dealer Information Representative. In this role, you will be responsible for maintaining accurate and up-to-date information on advisor accounts and dealer relationships.
Key Responsibilities
- Update and maintain advisor information and accounts on AXIS and Salesforce.com.
- Work closely with Dealer Head-Offices and Sales teams to ensure accuracy and complete change requests within established Service Level Agreements (SLAs).
- Process bulk transfers of accounts from one dealer rep code to another and dealer rep code changes for individual accounts and advisors.
- Validate advisor information via the CSA Website to create valid contact pages and reactivate, deactivate, or reassign contact pages as needed.
- Add and modify dealer rep codes in AXIS and associate DR codes in Salesforce.
- Review processed work items for quality control and add value to the client experience by understanding what's important and taking personal accountability for creating a positive experience.
What We're Looking For
- Post-secondary degree or equivalent work experience.
- 1+ years of work experience, preferably in the financial services industry.
- CSC/IFIC licenses would be considered an asset.
Working with Fidelity
Fidelity Investments is a leading provider of investment and retirement services. We offer a dynamic and collaborative work environment that values innovation, teamwork, and continuous learning. As a Broker Dealer Information Representative, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client experiences. Our company culture emphasizes work-life balance, diversity, and inclusion, and we offer a range of benefits and programs to support your personal and professional growth.
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