Trust Operations Representative - Wealth Client

The representative’s primary role is to provide back office support to Trust Reporting Services and Integrated Wealth Management (IWM) product offerings. They will perform operational functions supporting both brokerage and trust product offerings, including cash and share reconciliation, risk report review, creation of monetary transactions, and workflow management. The representative will provide problem resolution support to IWS Service Teams and various support groups, and act as a liaison between FI, OSG, and all internal business partners.

The representative will support internal and external customers by interpreting, researching, and resolving intermediate to complex mutual fund, brokerage, and cross‑product issues via phone, email, and other correspondence. They will process complex customer requests and provide full ownership through resolution, establishing relationships with customers and business partners. Representatives will adhere to established FI policy and procedures, noting brokerage rules and regulations, participate in team initiatives and projects that maximize new technology to increase operational efficiencies, and multitask in a fast‑paced, evolving environment.

• Knowledge of Trusts; basic understanding of Principal and Income Accounting, Net Income Payments, and Below the Line Assets
• Strong familiarity with the financial industry, especially the mutual fund and brokerage sector
• Knowledge of Fidelity systems preferred
• Ability to work in a fast‑paced, team environment
• Strong written, verbal, and interpersonal communication skills
• Time‑management (multitasking) skills
• Creative and forward‑thinking
• Proficient with Microsoft Office products

The Trust Operations team supports integration between the FBSI Brokerage System and the FIS Trust Desk Accounting platforms, serving clients and internal partners such as FCCS Product and Sales teams, Client Service, and Implementation Support.

This role does not support sponsorship.

Fidelity is transitioning to a full‑time onsite model. Some roles require 100% onsite presence while others require less; onsite expectations may evolve as rollout continues. This transition does not apply to fully remote roles.