Brokerage Operations Associate

Fidelity Investments•Covington, KY

1d•Hybrid

About The Position

The Fidelity Brokerage Operation group provides middle-office support to our customers through innovation, dedication, and commitment. We are dedicated in our pursuit of accurate and swift execution of every client request! The Expertise We're Looking For Bachelor’s degree or equivalent work experience. Financial services background strongly preferred. Series 7 and 63 Preferred. The Purpose of Your Role We strive to provide outstanding operational service to Fidelity clients through the accurate and efficient processing a variety of client requests, such as: establishing and updating brokerage accounts and all related features, initiating transfers of assets into the firm, proactive and reactive account corrections and supporting transactions in managed-account products. The Skills You Bring You have effective organization and time-management skills You have a keen attention for detail with a strong analytical ability Your ability to detect high-risk situations or problems and use your skills and available resources to react appropriately Your strong verbal and written interpersonal skills Your committed work ethic Your able to be flexible and adapt to new situations and structures The Value You Deliver Providing outstanding service to new and existing Fidelity customers, you will process all requests with a focus on timely completion and perfect execution. Initiating problem resolution procedures for items not in good order, including sending written correspondence directly to the client or internal business partner working with the client. Participating in projects and initiatives to improve existing workflows, quality, and efficiency. Recommending methods to ensure consistency and streamline procedures. Interacting with inter-departmental colleagues and external customers via both email and phone when appropriate. Building an understanding of Fidelity's organizational structure to identify solutions that work in the best interest of the client, following proper channels to seek exceptions, when appropriate. How Your Work Impacts the Organization The Brokerage organization is comprised of several middle office functions that support Fidelity's Brokerage and Wealth clients with new accounts, account features, money movement, and other needs.

Requirements

Bachelor’s degree or equivalent work experience
Financial services background strongly preferred
Effective organization and time-management skills
Keen attention for detail with a strong analytical ability
Ability to detect high-risk situations or problems and use skills and available resources to react appropriately
Strong verbal and written interpersonal skills
Committed work ethic
Able to be flexible and adapt to new situations and structures

Nice To Haves

Series 7 and 63 Preferred

Responsibilities

Establishing and updating brokerage accounts and all related features
Initiating transfers of assets into the firm
Proactive and reactive account corrections
Supporting transactions in managed-account products
Processing all requests with a focus on timely completion and perfect execution
Initiating problem resolution procedures for items not in good order, including sending written correspondence directly to the client or internal business partner working with the client
Participating in projects and initiatives to improve existing workflows, quality, and efficiency
Recommending methods to ensure consistency and streamline procedures
Interacting with inter-departmental colleagues and external customers via both email and phone when appropriate
Building an understanding of Fidelity's organizational structure to identify solutions that work in the best interest of the client, following proper channels to seek exceptions, when appropriate