Brokerage Operations Representative

The Expertise We’re Looking For

• Bachelor’s degree or equivalent work experience.

• Financial services experience helpful and preferred.

• 1-2 years of experience in a customer service environment or transaction processing.

The Purpose of Your Role

The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Your primary responsibility is processing client’s requests received through various business channels. You will not be responsible for handling inbound client phone calls.

The Skills You Bring

• You have an outstanding ability to use your time effectively and are well organized

• You have a strong analytical ability with great attention to detail

• Your ability to detect high risk situations or problems and exercise your best judgement to react appropriately

• Your robust verbal and written communication skills, and interpersonal skills

• Your strong work ethic and ability to work in a fast-paced environment to meet processing timeframes

• You’re able to be flexible and calmly adapt to new changes

• Your ability to receive and implement feedback in a prompt, professional manner

The Value You Deliver

• Providing outstanding customer service to new and existing Fidelity shareholders, you will accurately establish, update brokerage accounts and related features, and process incoming transfer of asset requests.

• Analyzing account applications and establishing various brokerage accounts accurately and expeditiously while utilizing multiple systems.

• Committed to initiating problem resolution procedures for items not in good order including: sending out correspondence directly to the shareholder.

• Dedication to participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedure.

• Crafting methods to ensure consistency and making recommendations to streamline procedures.

• Building meaningful relationships by collaborating with business partners and external customers via both email and phone when appropriate.

How Your Work Impacts the Organization

The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.

The hourly pay rate for this position is $24.00 per hour.