Brokerage Settlement Support Representative III/Associate Analyst

Fidelity InvestmentsWestlake, TX
23hHybrid

About The Position

Associate Analyst, Settlement Support- International Settlements is responsible for ensuring the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 53 foreign markets. The International Settlements team works with many groups across all of Fidelity’s operations, including our own team in Dublin, as well as various types of customers (Institutions and private clients) as well as other broker dealers and foreign banks around the world. We work to reduce the risk associated with failed trades, to resolve out of balances with our custodian and complete transfer of asset transactions on behalf of our customers. At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com Fidelity Investments is an equal opportunity employer.

Requirements

  • Detail oriented with exceptional quality and productivity
  • Team player with capability to help maintain a positive work environment
  • Strong analytical and decision-making skills
  • Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
  • Strong verbal and written interaction skills

Nice To Haves

  • Experience in customer service a plus, financial service experience also a plus, but not required.
  • College degree recommended, but not required.

Responsibilities

  • Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services.
  • Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment.
  • Seeking out opportunities to improve processes making the delivery of client service more efficient and effective.
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