Brokerage Operations Representative

7 days ago

Smithfield, United States Fidelity TalentSource LLC Full time

Brokerage Operations Representative

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 Smithfield, RI.
The Phone Representative will work within an phones team environment which consists of dedicated phone Representatives for various related questions to account activity as well as money movements. This role will be working with Orphan clients via the phone. This role will be strictly on the phones.
 
The Expertise You Have

  • College degree or minimum 1 year of work-related experience preferred.
  • Brokerage Operations experience Highly Preferred
  • Experience with Transfer of Assets, New Accounts or Money Movement is Highly Preferred
  • Proven track record in high volume, high pace data centric processing environment 
The Skills You Bring
To be successful in this role the following skills are required:
  • You are detailed oriented with strong analysis skills
  • You have the ability to multi task and work in multiple processing systems
  • You can explain complex process or simplify terminology to customer/plans
  • You can clearly articulate your ideas to the team, department and other business units
  • You are able to assess risk and translate business requirements to viable business solutions
  • You have the ability to work in a fast-paced, team environment
  • You deliver with strong written, verbal and interpersonal communication skills
  • You can effectively manage time with limited need for direction
  • You are creative and have an open-minded thought process
  • You strive to provide a positive client-centered service attitude
The Value You Deliver
  • Meeting minimum productivity requirements
  • Providing quality customer service through accurate and timely processing of written requests
  • Analyzing supporting documents to confirm legal requirements have been met
  • Delivering effective written and verbal communication to appropriate business partners and customers when requests are not in good order
  • Gaining proficiency in additional operational processes as department needs require.
  • Completing administrative records documenting time spent on different processes
The Team
 The Middle Office supports front line processing for broker dealer firms who clear through National Financial Services and have an executed outsourcing contract in place. The outsourcing functions supported by the department generate revenue for the Client Experience organization through work performed. The Middle Office plays a critical role in building client loyalty across the organization with a focus on securing additional outsourcing opportunities with our current and future clients.

Dynamic Working
At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
 



Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.



Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

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