Brokerage Operations Representative

3 weeks ago

Merrimack, 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 Merrimack, NH.

The Role

  • Performing all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.
  • Identifying and escalating issues, which could have significant impact on daily operations
  • Providing exceptional service to the various business partners
  • Participating in future project opportunities and facilitate change in a rapidly developing environment
  • Assisting with development and review for new and/or changes to departmental policies and procedures
  • Collaborating within team environment to successfully manage daily work volumes and quality standards
The Expertise and Skills You Bring
  • 2-5 years of financial services industry experience
  • Bachelor's degree preferred, but not required
  • Your proficient PC knowledge
  • Your excellent interpersonal and communications skills
  • Your strong time management skills
  • Your ability to handle multiple projects and tasks simultaneously within a tight timeframe
  • Your strong analytical skills
  • Your solid knowledge of business and industry practices
  • Your ability to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity
  • Your ability to develop solid action plans to resolve daily operational issues/ problems
The Team
As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is strongly encouraged.
 



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 Investments and Fidelity TalentSource are equal opportunity employers.

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