Senior Representative, Brokerage Operations

Fidelity Investments•Jersey City, NJ

1d•$44,000 - $80,000•Onsite

About The Position

In the OSG Money Movement role, you will use your skills to review requests to determine eligibility, risk, and other requirements needed to process transactions for our clients. As an Associate on the Distributions team you will be responsible for the accurate and timely processing of money/asset movement requests for client accounts. We support the various market segments which are part of the Fidelity brokerage platform. When a client needs to move cash or securities from their account, for a variety of reasons, you will be the associate handling these requests within back office. You will have opportunities to build working relationships with internal business partners that assist in the re-registration or money movement processes.

Requirements

2- 3 years of brokerage operations or financial services experience preferred
Experience in transaction processing roles or related financial process preferred
Creative and innovation skills come forward when trying to solve problems
Flexible and can thrive in situations that allow for you to work both individually and as part of a team
Working knowledge of Fidelity applications preferred (FBSI, Xtrac, MyWorkspace)
Effective verbal and writing communication skills

Responsibilities

Review requests to determine eligibility, risk, and other requirements needed to process transactions for our clients.
Accurate and timely processing of money/asset movement requests for client accounts.
Handling requests for clients needing to move cash or securities from their account.
Build working relationships with internal business partners that assist in the re-registration or money movement processes.