Associate Analyst, Brokerage Operations

Soteria Reinsurance Ltd.; Covington, Northern (KY, KY); Híbrido; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Fidelity Investments in Covington, KY seeks an Associate Analyst in Brokerage Operations to facilitate asset transfers and resolve complex transaction issues. You will interact with multiple Fidelity teams to service clients across mutual funds, brokerage, retirement, and non-retirement accounts.

The role emphasizes efficient processing, strong communication, time management, and a client-first mentality while navigating onboarding and inter-department training opportunities.

Formación

• 2+ years of brokerage operations or financial services experience.
• Excellent interpersonal and leadership skills.
• Deliver superior service by processing requests accurately and promptly.
• Strong written and verbal communication for partner and client interactions.

Responsabilidades

• Facilitate movement of assets by analyzing account details and resolving issues for complex transactions.
• Collaborate with multiple teams within Fidelity to service clients and support business needs.
• Maintain daily workflow, manage time effectively, and deliver timely results.
• Identify opportunities to improve procedures and documentation.

Conocimientos

Brokerage operations experience

Analytical skills

Communication skills

Educación

Bachelor's degree or equivalent work experience

Herramientas

Series 7 (preferred)

Descripción del empleo

## Associate Analyst, Brokerage OperationsApply: Covington, KY: Full time: Posted Today: 2131234# **Fidelity will not provide immigration sponsorship for this position.**## ## Job Description:**The Role**As a member of the Transfer of Assets Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions. Within this role, you will interact with many different groups in Fidelity and throughout the Financial Services industry. These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail, Correspondent, and Advisor Clients. Responsibilities include:* Delivering highly efficient transaction processing* Establishing relationships with numerous teams within Fidelity in order to service our clients while supporting divisional business needs and maintaining a “client first” mentality* Delivering superior results quickly and efficiently, utilizing effective time management skills* Driving innovation through curiosity and comprehensive understanding of business processes and challenges* Maintaining a daily workflow, while gaining industry knowledge and building a professional skill set **The Expertise and Skills You Bring*** Bachelors degree or equivalent work experience* Series 7 preferred (not required)* 2+ years of brokerage operations or financial services experience preferred* Excellent interpersonal and leadership skills.* Deliver superior service to all our clients by processing their requests in an accurate and timely manner* Analytical skills will ensure satisfactory problem resolution for our clients and deliver solutions to complex challenges.* Grow and succeed through feedback and instruction* Great organization and time management skills* Effective written and verbal communication will assist business partners and customers when requests are not in good order* Take the initiative to learn new functions and engage in inter-departmental training* Identify opportunities to develop new procedures on an on-going basis to enhance the documentation process* Use multiple systems to analyze transactions* Collaborate to develop an excellent work environment **The Team**Members of this group obtain an essential understanding of the financial services industry. These associates work in Fidelity’s Operations and Services Group (OSG), supporting our major lines of business including Personal Investing, Fidelity Institutional, and National Financial Services. You will work closely with contra firms, including bank and insurance companies and brokerage firms, to determine the statuses of incoming transfers. The team is the voice of the customer and is dedicated to facilitating and completing the transfers with the highest level of quality and excellence.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:## ## Category:## Brokerage OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.