Senior Representative, Brokerage Operations
Fidelity Investments•Westlake, TX
About The Position
The Senior Representative, Brokerage Operations will be expected to deliver world class service to internal and external clients by settling their trade and transfer obligations timely and accurately while adhering to policies, procedures, and regulatory guidelines. The associate will utilize internal as well as external systems and partner with various departments to settle DTCC-related transactions. Responsibilities will include reviewing and processing exceptions and other tasks associated with DTCC Settlements.
Requirements
- 3 years of DTCC Settlement systems (Settlement Web; DTCC Portal; etc.) experience preferred
- Understanding of industry regulations
- Attention to details while being efficient and effective
- Ability to communicate effectively with internal and external business partners
- Highly motivated with the ability to complete assigned tasks in a timely and accurate manner
- Ability to work effectively in a team-oriented environment
Nice To Haves
- College degree preferred
Responsibilities
- Settle trade and transfer obligations timely and accurately.
- Adhere to policies, procedures, and regulatory guidelines.
- Utilize internal and external systems.
- Partner with various departments to settle DTCC-related transactions.
- Review and process exceptions associated with DTCC Settlements.
- Perform other tasks associated with DTCC Settlements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
