Operation Associate
The Stock Plan Services Brokerage Operations role requires an ability to coordinate brokerage specific transactions based on external Plan Sponsor requests. We deliver a world class customer experience. Some of these transactions may involve interpreting instructions from the client. The Representative must be able to understand service level agreements and make decisions to maintain client expectations.
The Expertise We’re Looking For
The Purpose of Your Role
You work in a team based role where you will be responsible for daily execution of plan specific updates either based on a work flow management tool coming directly from our external Plan Sponsors, or our Internal Client Service Managers who are in charge of the overall client relationship. You have to be able to balance client needs, with Participant experience, and understand the impact updates you make will have on the end participant’s equity compensation balances, which can be quite large. There will be daily deadlines due to market sensitivity of all the work we are asked to complete.
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Stock Plan Services may be the truest example of business unit as it crosses a Work Place Investing plan sponsor equity outsourcing relationship with a Personal Investing participant full service brokerage account. It is one of the top Big Plays at Fidelity with a very aggressive 5 year business model targeted at growth Globally including our first international call center in Germany. We combine Plan Sponsor revenue on the Workplace Investing side in the forms of contractual record keeping fees and financial reporting services, with Personal Investing revenues coming directly from the plan participant’s brokerage transactions, (IE commissions, and interest from FCASH balances).
Dynamic Working
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Company Overview
Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.
Information about Fidelity Investments
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.
The Stock Plan Services Brokerage Operations role requires an ability to coordinate brokerage specific transactions based on external Plan Sponsor requests. We deliver a world class customer experience. Some of these transactions may involve interpreting instructions from the client. The Representative must be able to understand service level agreements and make decisions to maintain client expectations.
The Expertise We’re Looking For
- Bachelor degree or equivalent work experience
- In-depth brokerage systems knowledge understanding of FBSI, FBSI Plan Administration, XTRAC, Brokerage Statement Viewer, TAS (Tax accounting System), Integrated Cashiering Platform systems and also Microsoft Excel.
- Knowledge of the Stock Plan Services organization and business model.
- Series 7 permitted, additional Certified Equity Professional level 1 not required but encouraged with in first year of role.
The Purpose of Your Role
You work in a team based role where you will be responsible for daily execution of plan specific updates either based on a work flow management tool coming directly from our external Plan Sponsors, or our Internal Client Service Managers who are in charge of the overall client relationship. You have to be able to balance client needs, with Participant experience, and understand the impact updates you make will have on the end participant’s equity compensation balances, which can be quite large. There will be daily deadlines due to market sensitivity of all the work we are asked to complete.
The Skills You Bring
- Bachelor’s degree or equivalent work experience.
- Financial services background strongly preferred.
- You have effective organization and time-management skills
- You have a keen attention for detail with a strong analytical ability
- Your ability to detect high-risk situations or problems and use your skills and available resources to react appropriately
- Your strong verbal and written interpersonal skills
- Your committed work ethic
- Your able to be flexible and adapt to new situations and structures
The Value You Deliver
- Providing outstanding service to new and existing Fidelity customers, you will process all requests with a focus on timely completion and perfect execution.
- Initiating problem resolution procedures for items not in good order, including sending written correspondence directly to the client or internal business partner working with the client.
- Participating in projects and initiatives to improve existing workflows, quality, and efficiency.
- Recommending methods to ensure consistency and streamline procedures.
- Interacting with inter-departmental colleagues and external customers via both email and phone when appropriate.
- Building an understanding of Fidelity's organizational structure to identify solutions that work in the best interest of the client, following proper channels to seek exceptions, when appropriate.
How Your Work Impacts the Organization
Stock Plan Services may be the truest example of business unit as it crosses a Work Place Investing plan sponsor equity outsourcing relationship with a Personal Investing participant full service brokerage account. It is one of the top Big Plays at Fidelity with a very aggressive 5 year business model targeted at growth Globally including our first international call center in Germany. We combine Plan Sponsor revenue on the Workplace Investing side in the forms of contractual record keeping fees and financial reporting services, with Personal Investing revenues coming directly from the plan participant’s brokerage transactions, (IE commissions, and interest from FCASH balances).
Dynamic Working
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Company Overview
Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.
Information about Fidelity Investments
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Fidelity Investments and Fidelity TalentSource are equal opportunity employers.