Brokerage Operations Specialist – Accounts & Transfers

Fidelity Investments; Covington (KY); On-site; USD 66,125,000 - 71,635,000; Full time

Job summary

Fidelity Investments is seeking a Brokerage Operations Representative in Covington, KY. You will establish and update brokerage accounts, initiate asset transfers, and handle account-related requests with precision.

The role emphasizes customer service, meticulous processing, and collaboration with business partners while using multiple systems and responding to client requests through various channels.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Financial services experience preferred.
• 1–2 years in transaction processing, data entry, or customer service.

Responsibilities

• Provide outstanding customer service by establishing and updating brokerage accounts and related features.
• Process incoming transfer of asset requests and respond through multiple channels.
• Complete client requests following established procedures.
• Do not handle inbound/outbound phone calls.

Skills

Bachelor's degree

Financial services experience

1-2 years experience

Time management

Attention to detail

Analytical ability

Communication skills

Fast-paced environment

Flexibility

Feedback incorporation

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments is seeking a Brokerage Operations Representative in Covington, KY. You will establish and update brokerage accounts, initiate asset transfers, and handle account-related requests with precision.

The role emphasizes customer service, meticulous processing, and collaboration with business partners while using multiple systems and responding to client requests through various channels.