Brokerage Operations Analyst - Asset Transfers

Fidelity; Covington (KY); Presencial; USD 60 000 - 90 000; Tempo integral

Resumo da oferta

Fidelity is seeking a detail-oriented professional to join the Transfer of Assets Team. You will analyze account details and resolve issues to facilitate asset movements into Fidelity accounts, working with multiple groups across Fidelity and the broader financial services industry.

You will handle mutual fund, brokerage, and retirement accounts for Retail, Correspondent, and Advisor clients, aiming for accurate, timely processing and exemplary client service.

Qualificações

• 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 clients with accurate and timely processing.
• Analytical skills to resolve complex client issues.
• Grow through feedback and instruction.
• Strong organization and time management.
• Effective written and verbal communication with partners and customers.
• Take initiative to learn new functions and training across departments.
• Identify opportunities to improve documentation and procedures.
• Use multiple systems to analyze transactions.
• Collaborate to foster an excellent work environment.

Responsabilidades

• Facilitate movement of assets into Fidelity accounts by analyzing details and resolving issues.
• Interact with multiple groups within Fidelity and the financial services industry.
• Deliver highly efficient transaction processing.
• Establish relationships across teams to service clients while supporting business needs.
• Deliver superior results quickly using effective time management.
• Drive innovation through understanding of business processes and challenges.
• Maintain a daily workflow while building industry knowledge and skill.
• Collaborate to ensure high quality transfers for clients.

Conhecimentos

Interpersonal skills

Leadership

Time management

Communication (written & verbal)

Analytical thinking

Initiative to learn

Team collaboration

Client service orientation

Formação académica

Bachelor's degree or equivalent work experience

Descrição da oferta de emprego

Fidelity is seeking a detail-oriented professional to join the Transfer of Assets Team. You will analyze account details and resolve issues to facilitate asset movements into Fidelity accounts, working with multiple groups across Fidelity and the broader financial services industry.

You will handle mutual fund, brokerage, and retirement accounts for Retail, Correspondent, and Advisor clients, aiming for accurate, timely processing and exemplary client service.