Analyst, Fidelity Digital Assets Account Manager
Fidelity Digital Assets is an exciting new business unit 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 Fidelity Digital Assets'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 Fidelity Digital Assets team, sharing best practices and driving successful results.
The Expertise and Skills You Bring :
Note : Fidelity is not providing immigration sponsorship for this position.
The Account Opening and Maintenance team processes new account applications and maintenance forms for Fidelity Digital Assets. We provide a valuable service to our customers by helping to maintain the firm's reputation for quality and by driving high satisfaction and efficiency for both the client and Fidelity Digital Assets. We prioritize and handle critical issues / exceptions that are received from Client Service Managers or Implementation Managers and participate in a monthly process to generate and distribute Account statement and Invoices driving high satisfaction and efficiency for both the client and Fidelity Digital Assets.
Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.
Asset Management Analyst • Roanoke, TX, US