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Data Exchange Consultant

Fidelity
  • Covington, Kentucky
  • Remote
    6 days ago
    Fidelity

    Job Description

    Job Description:

    The Role

    The Data Exchange Consultant (DXC) is a member of the Data Exchange Implementation Team. Responsible for coordinating new incoming and outgoing data payroll feeds to/ from assigned clients and vendors. This includes eliciting and collecting business requirements within their assigned projects then assisting in the solution creation, testing and enablement. DXA’s are aligned to a specific workgroup where your role will be to support the end-to-end project goals by assisting with key tasks relevant to the overall project success.


    The Expertise and Skills You Bring

    • Operational experience a plus!

    • Experience interacting with external clients and internal business partners

    • Proven interpersonal and project management skills!

    • Knowledge of Fidelity systems such as FPRS, PSW, MOX, and XTRAC are preferred but not required

    • A strong professional reputation of building credibility and trust with diverse stockholders.

    • Flexible to work under the direction of management in a collaborative setting and or independently

    • Seek to ensure your written communication is understood, avoid technical jargon, and your tone is appropriate to the audience

    • Relish challenges as opportunities to learn and address ambiguity with resourcefulness

    • Prioritize multiple concurrent objectives, projects and can make effective judgments on their prioritization and time allocation.

    • Self-starter, self-managed, results-oriented, and motivated with the ability to work independently to deliver results


    The Team
    The WI Data Management / Data Exchange Implementation vision is to deliver the outstanding customer experience for all plan and participant data processing while enabling Fidelity to deliver better outcomes through proactive management of client data issues. As part of the team, we are passionate about client level initiatives that improve the overall health of the client’s data at Fidelity. We do this by offering our Fidelity DC clients a more automated data entry solution compared to the manual alternative of loading their payroll data via PSW or spreadsheet uploads.

    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:

    Client Service

    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.

    Numbers & Facts

    LocationCovington, Kentucky (
    Remote
    )
    IndustryBanking
    Company Size10,000 employees or more
    Year Founded1946
    Websitehttps://jobs.fidelity.com/

    About Company

    We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

    Skills

    • Consultingunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Data Entryunmatched
    • Data Managementunmatched
    • Data Processingunmatched
    • ERISA (Employee Retirement Income Security Act of 1974)unmatched
    • Establish Prioritiesunmatched
    • Interpersonal Skillsunmatched
    • Investment Servicesunmatched
    • Microsoft Exchange Serverunmatched
    • Project/Program Managementunmatched
    • Regulationsunmatched
    • Securitiesunmatched
    • Securities Investmentsunmatched
    • Spreadsheetsunmatched
    • State Laws and Regulationsunmatched
    • Team Playerunmatched
    • Test Plan/Scheduleunmatched

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