Account Management Representative

Job Description:

Working Hours: 7:00-15:30

 

Company Overview

 

At 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 For

• 0-2 years’ experience, preferably within financial services and/or a shared service model

The Purpose of Your Role

 

The 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 Bring

• Your ability to quickly organize and prioritize multiple tasks
• Your ability to take initiative and to work under tight deadlines in a dynamic team environment
• Be analytical and possess good problem solving skills
• Be technically oriented, with strong MS Office/PC skills
• Your excellent written and verbal communication and interpersonal skills
• Be motivated and show desire to learn about the business and new technologies

 

The Value You Deliver

• 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
• The 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 Ireland

• Prioritizing and managing escalations/exceptions that are received from NF Client Managers and the teams’ US business partners
• Managing and reviewing documented client exception lists to ensure client-specific needs are met
• Participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures

 

How Your Work Impacts the Organization

 

Operations 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 Date

 

Closing date for applications is 30th October 2026

For information about working at Fidelity, visit www.fidelityinvestments.ie.

 

Fidelity Investments is an equal opportunity employer

Category:

Brokerage Operations