Senior Representative, Alternative Investments

Fidelity • Jersey City, NJ

4d • $40,000 - $76,000 • Hybrid

About The Position

The Alternative Investments Brokerage Operations role is responsible for processing distributions accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines. The Alternative Investment Associate is a critical member of the OSG organization. In this role you will be on the phone taking approximately 40-60 inbound calls daily from clients roughly 95% of the day dealing with a range of issues for our customers. The associate will be managing multiple client requests/issues that must be completed within a tight timeframe. The associate will be responsible for monitoring customer adherence to internal guidelines in addition to building and maintaining strong relationships all while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries on a variety of alternative investment issues.

Requirements

• 2+ years of brokerage operations experience or 5+ years related work experience preferred
• Customer Service experience preferred
• You will possess excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best service experience
• You will identify the clients’ needs, clarify information, research every issue, and offer the best solutions and/or alternatives available
• Your strong organizational and time-management skills and ability to prioritize decisions in a fast-moving environment
• Your ability to take initiatives to work on adhoc projects when required
• Your ability to work and build strong relationships across different teams within the organization

Nice To Haves

• Alternative Investments experience is a major plus
• College degree preferred

Responsibilities

• Handling inbound phone calls and emails from clients and assisting them with inquiries regarding AI Products
• Identifying clients’ needs; clarifying information provided; researching their issues and providing appropriate solutions or alternatives to solve their queries
• Providing clear and concise communication to internal and external business partners
• Creating lifetime relationships and playing a meaningful role in the customer experience
• Processing alternative investment transactions as required
• Tracking and monitoring outstanding issues and providing timely updates to clients

Benefits

• comprehensive health care coverage and emotional well-being support
• market-leading retirement
• generous paid time off and parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level