Senior Representative, Brokerage Treasury Operations

Fidelity Investments•Jersey City, NJ

1d•Onsite

About The Position

As an experienced Senior Representative within Treasury’s Cash Management Services – Funds Transfer Services team, you will play a key role in supporting accurate and timely Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines. This role is suited for professionals with a background in payments and reconciliation. You will act as a trusted operational partner, applying sound judgment while adhering to regulatory standards, internal controls, and Fidelity policies, all while delivering a consistently high level of service to clients and internal stakeholders.

Requirements

2 years of experience in Payment Operations, Treasury Operations, or a related financial services function
Demonstrated expertise in suspense account reconciliation and exception management
Knowledge of electronic payments processing, including SWIFT and wire payment workflows
Excellent written, verbal, and interpersonal communication skills, including the ability to communicate effectively with stakeholders
Ability to work independently with minimal supervision while contributing as a collaborative team member
Strong organizational, analytical, and time management skills with the ability to manage competing priorities
Highly adaptable and comfortable operating in a fast-paced, deadline-driven environment
Willingness to support overtime or extended hours as business needs require

Responsibilities

Conduct ACH and Wire Investigations
Maintain operational accuracy while processing ACH/Wire transactions
Independently process and oversee client payment requests, ensuring accuracy, timeliness, and adherence to service-level expectations
Review, analyze, and resolve complex wire payment exceptions, exercising judgment to determine appropriate posting or return actions
Perform detailed reconciliation of departmental suspense accounts, identifying root causes and driving resolution of breaks
Partner with Treasury colleagues, Operations teams, and business stakeholders to support operational efficiency, risk mitigation, and process improvements