Associate Analyst, Brokerage Operations

Fidelity Investments • Covington, KY

5d • Onsite

About The Position

As a member of the Transfer of Assets 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.

Requirements

• Bachelors degree or equivalent work experience
• Excellent interpersonal and leadership skills.
• Deliver superior service to all 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

Nice To Haves

• Series 7 preferred (not required)
• 2+ years of brokerage operations or financial services experience preferred

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree