Brokerage Operations Analyst - Transfer Specialist

Soteria Reinsurance Ltd.; Covington, Northern (KY, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Brokerage operations experience

Analytical skills

Communication skills

Education

Bachelor's degree or equivalent work experience

Tools

Series 7 (preferred)

Job description

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.