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Senior Mail Representative

Role overview

Qualifications

  • 2-5 years of processing experience within a professional, fast paced, corporate environment
  • Strong organization skills with meticulous attention to detail
  • Excellent written and verbal communication skills
  • Working knowledge of MS Office including Excel, Outlook, Internet

Responsibilities

  • Support the centralized receipt of customer mail for Fidelity
  • Receive, sort and deliver monetary and non-monetary items in Inbound Operations
  • Collect and prepare outbound packages for pick-up by external vendors
  • Ensure timely completion of all customer requests and mail operations duties

Key facts

Hard skills

Other skills

  • Customer Service
  • Detail Oriented
  • Teamwork
  • Problem Solving
  • Time Management
  • Microsoft Office
  • Communication
  • Physical Flexibility
  • Self-Motivation
  • Independent Thinking

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

This position supports the centralized receipt of customer mail for Fidelity.  The role leverages business partner requirements to receive, sort and deliver monetary and non-monetary items in Inbound Operations. They also collect and prepare outbound packages for pick-up by external vendors.  Accuracy and timeliness are important to meet all compliance and regulatory requirements.

The Expertise And Skills You Bring

  • 2-5 years of processing experience within a professional, fast paced, corporate environment.
  • Ability to complete assigned tasks both timely and accurately
  • Strong organization skills with meticulous attention to detail
  • Ability to work in a team environment
  • Able to lift 50 pounds
  • Excellent written and verbal communication skills
  • Highly motivated, self directed and an independent thinker
  • Strong customer service skills
  • Ability to complete work by prioritizing multiple tasks to meet tight time constraints
  • Ability to navigate between multiple applications
  • Flexibility / adaptive to change
  • Ability to solve business related problems across functional and business lines
  • Knowledge of Fidelity’s applications and various Inbound and outbound shipping applications
  • Working knowledge of MS Office including Excel, Outlook, Internet
  • Thorough understanding of the interrelationships between Inbound Operations, Fidelity business units
  • Work experience in a risk controlled environment
  • Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
  • Consistent, knowledgeable measurement of the domain’s performance and contribution to Fidelity’s growth
  • Working closely and collaboratively across different business units

The Value You Deliver

  • Opportunity to maintain and enhance the understanding of the value of Lifetime Client Engagement to Fidelity
  • Consistent, knowledgeable measurement of the domain’s performance and contribution to Fidelity’s growth
  • Working closely and collaboratively across different business units

The Team

As a member of the team, you will sort incoming mail. Perform package delivery for all incoming overnight mail. Ensure timely completion of all customer requests and mail operations duties.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Operations

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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