Brokerage Operations Associate

Fidelity • Covington, KY

11h • 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.

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.
• Ability to be flexible and adapt to new situations and structures.

Nice To Haves

• Series 7 and 63 Preferred

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees