Brokerage Operations Specialist

Fidelity Investments; Covington (KY); On-site; USD 29,000 - 37,000; Full time

Job summary

Fidelity Investments is seeking a Brokerage Operations Representative to provide outstanding customer service by accurately establishing and updating brokerage accounts and related features. You will process incoming transfer of asset requests and account applications across multiple systems, ensuring items are in good order and communicating with shareholders as needed.

Ideal candidates excel in time management, possess strong analytical skills, and can work in a fast-paced environment to meet

Qualifications

• Excellent time management and organizational skills.
• Strong analytical ability with great attention to detail.
• Ability to detect high risk situations and exercise sound judgment.
• Excellent verbal and written communication and interpersonal skills.
• Strong work ethic and ability to work in a fast-paced processing environment.
• Flexible and adaptable to changes.
• Receives and implements feedback promptly and professionally.

Responsibilities

• Provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and related features.
• Process incoming transfer of asset requests and account applications across multiple systems.
• Initiate problem resolution for items not in good order, including sending correspondence to shareholders.
• Participate in projects and process improvements to enhance workflow, quality, efficiency, and procedures.
• Develop methods to ensure consistency and streamline procedures.
• Build relationships by collaborating with business partners and external customers via email and, when appropriate, phone.

Skills

Time management

Analytical ability

Risk awareness

Verbal communication

Written communication

Work ethic

Feedback responsiveness

Job description

Fidelity Investments is seeking a Brokerage Operations Representative to provide outstanding customer service by accurately establishing and updating brokerage accounts and related features. You will process incoming transfer of asset requests and account applications across multiple systems, ensuring items are in good order and communicating with shareholders as needed.

Ideal candidates excel in time management, possess strong analytical skills, and can work in a fast-paced environment to meet