Senior Representative, Brokerage Operations

Fidelity•Jersey City, NJ

About The Position

The OSG Money Movement role involves reviewing requests to determine eligibility, risk, and other requirements needed to process transactions for 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. This role supports various market segments within the Fidelity brokerage platform. You will handle requests for moving cash or securities from client accounts and build working relationships with internal business partners involved in 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 to solve problems.
Flexibility 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 clients.
Accurate and timely processing of money/asset movement requests for client accounts.
Handling requests for moving cash or securities from client accounts.
Building working relationships with internal business partners that assist in the re-registration or money movement processes.