Serve as the primary liaison for new clients during the onboarding and implementation phase
Manage the end-to-end onboarding process for issuer accounts transitioning to the transfer agent
Educate clients on operational workflows, reporting tools, and service procedures
Coordinate with internal teams (operations, engineering, call center) to ensure proper client set-up and data migration
Manage onboarding calls to help clients adapt to the Fidelity Stock Transfer’s systems and processes
Identify potential onboarding risks or operational gaps and proactively implement solutions
Ensure all regulatory and compliance documentation is completed during onboarding
Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs
Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups
Develop onboarding materials, guides and best practices to enhance the client transition experience
Transition clients to the client management teams once onboarding is successfully completed

College Degree required and/or 7-10 years experience in Financial Service Operations
Strong knowledge of transfer agent operational processes, project management and SEC regulations; Tax knowledge and experience a plus
Effective written, verbal and listening skills
Strong problem solving and decision-making skills
Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Implementation Analyst, TA Operations

Key skills