Customer Service Representative

Fidelity Management & Research Company; Covington (KY); On-site; USD 28,000 - 39,000; Full time

Job summary

Fidelity TalentSource is seeking a Brokerage Operations Representative in Covington, KY to provide outstanding customer service by accurately establishing and updating brokerage accounts, and initiating asset transfers in line with our procedures.

This role involves processing client requests through multiple channels (not inbound/outbound calls) and requires 1–2 years in transaction processing or customer service, with financial services experience preferred.

Qualifications

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

Responsibilities

• Provide outstanding customer service and accurately establish brokerage accounts.
• Process incoming transfer of asset requests following established procedures.
• Analyze applications and establish brokerage accounts accurately using multiple systems.
• Participate in process improvement initiatives to enhance workflow, quality, efficiency, and policy & procedure.
• Collaborate with business partners and external customers via email.

Skills

Time management

Attention to detail

Risk judgment

Communication skills

Work ethic

Adaptability

Feedback incorporation

Education

Bachelor’s degree or equivalent

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Representative to work in Covington, KY!

The Role

The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts, initiating transfers of assets into the firm, and all account-related features. Following established processing procedures, you will complete client requests received through various business channels. You will not be responsible for handling inbound or outbound phone calls.

The Expertise and Skills You Bring

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

The Skills You Bring

• Outstanding ability to use your time optimally and are well organized
• Keen attention for detail with a strong analytical ability
• Detect high risk situations or problems and exercise your best judgment to react appropriately
• Robust verbal and written communication skills, and interpersonal skills
• Strong work ethic and ability to work in a fast-paced environment to meet strict processing timeframes
• Ability to be flexible and adapt to new changes
• Proficiency to receive and implement feedback in a prompt, professional manner

The Value You Deliver

• Providing outstanding customer service to new and existing Fidelity shareholders, you will accurately establish, update brokerage accounts and related features, and process incoming transfer of asset requests.
• Analyzing account applications and establishing various brokerage accounts accurately and expeditiously while utilizing multiple systems.
• Committed to initiating problem resolution procedures for items not in good order including sending out correspondence directly to clients.
• Dedication to participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedure.
• Crafting methods to ensure consistency and making recommendations to streamline procedures.
• Building meaningful relationships by collaborating with business partners and external customers via both email and phone when appropriate.

How Your Work Impacts the Organization

The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.

Please 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.

The hourly pay rate for this position is $24.00 per hour.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at [e-mail] if you would like to request an accommodation.