Brokerage Operations Specialist

2 weeks ago


Westlake, Ohio, United States Fidelity TalentSource LLC Full time
About the Role

Fidelity TalentSource LLC is seeking a skilled Brokerage Operations Specialist to join our team. As a key member of our organization, you will play a critical role in analyzing and processing transfer of assets delivery requests for our clients.

Key Responsibilities
  • Analyze and process transfer of assets delivery requests for mutual fund and brokerage accounts
  • Interact with diverse groups within Fidelity and the Financial Services industry
  • Manage time effectively while meeting high performance standards
  • Identify process improvement opportunities to create efficiencies within the department
  • Contribute to a fast-paced, highly engaged team-oriented environment
Requirements
  • Strong analytical skills with meticulous attention to detail
  • Ability to take initiative and identify process improvement opportunities
  • Financial Services Operations experience preferred
About Fidelity TalentSource LLC

Fidelity TalentSource LLC 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.

Our Culture

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 LLC will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.



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