Senior Analyst, FDA Account Management

Job Description:

The 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.

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

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

The Value You Deliver

At Fidelity, collaboration isn’t just about working together, but also about improving lives together.  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

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.  This role represents an exciting opportunity to help launch Institutional relationship capabilities within FDAS and help bring the vision for the future to life. 

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.

Certifications:

Category:Investment Operations

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.