The Operations Associate role acts as the central point of contact for Workplace Consulting on incoming requests from all levels of associates. The primary responsibility will be to help support, triage, or respond to a broad range of requests coming from other associates within Workplace Consulting. In this role, no workday is ever the exact same. As our business needs or internal infrastructure evolves, the role and responsibilities may evolve as well.
Day-to-Day Management of Incoming Requests - Support the day-to-day requests in the WC Operations queue in a timely and professional manner. This includes ensuring processes, best practices, procedures are properly followed, and to triage certain requests to other team members where applicable.
Data Maintenance and Support - Provide assistance with associate timesheets, login errors, schedule requests, etc. Receive and respond to data updates and maintenance in OpenAir (our timekeeping platform), Outlook and Salesforce, such as creating, changing, or removing of associate, client, and project details. Reliable data is critical to our business to ensure highest quality project and people management and financial reporting. This may include batch updates and special projects.
Troubleshooting and Research - Support WC Operations in researching and finding answers for the unknowns by collaborating with other Fidelity internal business partners and helping to support new initiatives that aim to improve quality, efficiency, and processes. This may include working with other team members to establish new standards by updating existing processes, best practices, procedures for future reference, and/or to determine whether issues should be re-routed or escalated.
The Expertise and Skills You Bring
- A college degree or related work experience.
- 2-3 years of experience in a professional office environment.
- Excellent writing, communication, and organizational skills with strong attention to detail.
- Proficient with Microsoft Office Suite with the aptitude to learn new skills quickly.
- Experience with OpenAir (an Oracle NetSuite software) or Salesforce preferred but not required.
- Effective time management skills, with ability to prioritize and balance multiple tasks simultaneously and timely follow up.
- Have a polished calm demeanor and professionalism to be proactive and collaborative with associates across all levels on escalated issues; as well as the ability to maintain a high level of confidentiality.
- A self-starter, able to work independently with a strong sense of ownership, involvement, and resolve. Comfort in seeking clarification or resolution when asked to assist with unknowns, problem solving or troubleshooting issues.
- A flexible teammate, willing to get involved and assist the work of the larger team across a variety of other duties, including backing-up peers.
As a member of the Core Operations team in Fidelity Workplace Consulting (FWC), you will provide operational support to the service delivery and project teams which comprise of all levels of management on a multitude of internal office issues. FWC consists of over 600 consulting professionals with offices across 12 major cities who help clients stay competitive, innovate on strategic solutions, and solve problems ranging from benefits design, strategy, funding, communication and delivery to talent management and people analytics. All our consultants have billable hourly rates with productivity targets. You will be a key team member of a small support team who assists our consultants with issues and resolution to reduce the amount of time spent on non-billable research and problem resolution.
About Fidelity Workplace Consulting
Workplace Consulting is responsible for bringing innovative solutions and products to our clients. We help employers assess and improve the effectiveness of their benefit and rewards programs, engage employees, and design and implement successful workforce and planning strategies that deliver measurable return on investment. As the workplace landscape evolves, so do we.
We help clients solve complex (or simple) workplace problems.
- We look to provide clients with a unique perspective to their situation by offering comprehensive solutions leveraging exclusive intelligence from the clients and participants we serve.
- We strive to expand on the trusted and proven relationships which helps to understand a client's history, goals and challenges while reducing the time and effort to achieve desired results.????
One of our key essential leadership principles that we all strive for every day is customer obsessed.
Company Overview
Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.
Information about Fidelity Investments
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.



