Senior Representative, Brokerage Operations

Job Description:

The Role

As a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions.  Within this role, you will interact with many different groups in Fidelity and throughout the Financial Services industry.  These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail, Correspondent, and Advisor Clients.  Responsibilities include:

• Delivering highly efficient transaction processing
• Establishing relationships with numerous teams within Fidelity in order to service our clients while supporting divisional business needs and maintaining a “client first” mentality
• Delivering superior results quickly and efficiently, utilizing effective time management skills
• Driving innovation through curiosity and comprehensive understanding of business processes and challenges
• Maintaining a daily workflow, while gaining industry knowledge and building a professional skill set

The Expertise and Skills You Bring

• College degree or 2 years of work-related experience
• One or more years customer service and processing experience recommended
• Excellent interpersonal and leadership skills.
• Deliver superior service to all of our clients by processing their requests in an accurate and timely manner
• Analytical skills will ensure satisfactory problem resolution for our clients and deliver solutions to complex challenges.
• Grow and succeed through feedback and instruction
• Great organization and time management skills
• Effective written and verbal communication will assist business partners and customers when requests are not in good order
• Take the initiative to learn new functions and engage in inter-departmental training
• Identify opportunities to develop new procedures on an on-going basis to enhance the documentation process
• Use multiple systems to analyze transactions
• Collaborate to develop an excellent work environment

The Team

Members of this group obtain an essential understanding of the financial services industry. These associates work in Fidelity’s Operations and Services Group (OSG), supporting our major lines of business including Personal Investing, Fidelity Institutional, and National Financial Services.  You will work closely with contra firms, including bank and insurance companies and brokerage firms, to determine the statuses of incoming transfers.  The team is the voice of the customer and is dedicated to facilitating and completing the transfers with the highest level of quality and excellence.

Certifications:

Category:

Brokerage Operations

Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).