Brokerage Operations Specialist
7 days ago
Fidelity TalentSource is seeking a highly skilled Brokerage Operations Representative to join our team. As a key member of our organization, you will be responsible for providing exceptional customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and related features.
Key Responsibilities- Process client requests received through various channels
- Work collaboratively with the Brokerage Operations team to ensure seamless account management
- Utilize strong analytical skills to detect high-risk situations and exercise judgment to react appropriately
- Develop and maintain strong relationships with clients and internal stakeholders
- Stay up-to-date with industry developments and regulatory requirements
- Bachelor's degree or equivalent work experience
- Financial services experience is highly desirable
- 1-2 years' experience in a customer service environment or transaction processing
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet processing timeframes
- Flexibility to adapt to new changes and priorities
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 to fill assignments across Fidelity's U.S.-based regional and investor center locations.
We are committed to creating a diverse and inclusive workplace where our associates can grow and develop their skills. If you are passionate about delivering exceptional customer service and have a strong desire to learn and grow, we encourage you to apply for this exciting opportunity.
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