Brokerage Operations Representative
2 months ago
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 Fidelity’s Operations and Services Group in Jersey City, NJ
The Role
As a Brokerage Operations Representative, you will work in Treasury's Cash Management team to support timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines. This role operates between the hours of 9 AM EST to 6 PM EST.
Responsibilities include:
- Review incoming wire payment exceptions to identify the credit party and post/return accordingly
- Reconcile the department’s suspense accounts, including identifying, researching and resolving any breaks
- Review incoming retirement account wires and code with the appropriate tax reporting mnemonic
- Deliver outstanding service to all of our clients by processing their requests in an accurate and timely manner
The Expertise and Skills You Bring:
- Treasury operations and transaction servicing experience
- Suspense account reconciliation experience
- Knowledge of electronic payments processing (Fed Wire, SWIFT, ACH)
- You deliver with strong written, verbal and interpersonal communication skills
- Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed
- Work independently and collaborate with associates
- Time management (multi-tasking)
- Ability to work overtime; if needed
The Department
The Treasury department provides cash management and banking product, operations and advisory services in support of the various lines of business within Fidelity Institutional (FI). FI provides products, solutions and services to banks, broker/dealers, registered investment advisors, family offices and other financial intermediaries to meet their brokerage, operations, risk, and technology needs.
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.
-
Brokerage Operations Representative
2 weeks ago
Salt Lake City, United States Fidelity TalentSource LLC Full timeBrokerage 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 at Fidelity Investments in Salt Lake City, UT! The Team The Brokerage Operations organization is comprised of several middle office...
-
Brokerage Operations Representative
5 hours ago
Salt Lake City, United States Fidelity TalentSource LLC Full timeBrokerage Operations RepresentativeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Representative to work at Fidelity Investments in Salt Lake City, UT!The TeamThe Brokerage Operations organization is comprised of several middle office functions...
-
Brokerage Operations Representative
4 weeks ago
Salt Lake City, United States Fidelity TalentSource Full timeBrokerage Operations RepresentativeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Software Engineer in Test to work at Fidelity Investments in Salt Lake City, UT!The TeamThe Brokerage Operations organization is comprised of several middle office functions that...
-
Brokerage Operations Representative
3 weeks ago
Salt Lake City, United States Fidelity TalentSource LLC Full timeBrokerage Operations RepresentativeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Software Engineer in Test to work at Fidelity Investments in Salt Lake City, UT!The TeamThe Brokerage Operations organization is comprised of several middle office functions that...
-
Brokerage Operations Representative
4 weeks ago
Salt Lake City, United States Fidelity TalentSource LLC Full timeBrokerage Operations Representative Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Software Engineer in Test to work at Fidelity Investments in Salt Lake City, UT! The Team The Brokerage Operations organization is comprised of several middle office functions that...
-
Brokerage Operations Specialist
3 weeks ago
Oregon City, United States MindSource Full timeJob Title: Brokerage Operations Specialist Location: Remote Duration: 3-4 months contract with possible of extension Pay: $544-49/hr on W2 with Mindsource benefits Duties: This role is within the account operations team at Cash App Investing and reports to the brokerage operations accounts lead. Provide subject matter expertise on strategic initiatives...
-
Brokerage Operations Specialist
2 weeks ago
Oregon City, United States MindSource Full timeJob Title: Brokerage Operations Specialist Location: Remote Duration: 3-4 months contract with possible of extension Pay: $544-49/hr on W2 with Mindsource benefits Duties: Provide subject matter expertise on strategic initiatives related to brokerage functions. Document standard operating procedures and job aids and update as needed. Willing to work and get...
-
Freight Brokerage Carrier Sales Representative
3 months ago
Plant City, United States Patterson Companies Inc Full timeJob DescriptionJob DescriptionDescription:Are you a dynamic sales professional with a passion for transportation solutions? We are seeking a Carrier Sales Representative with a minimum of one to two years of experience to join our team. In this role, you'll have the opportunity to leverage your existing carrier base and entrepreneurial spirit to build...
-
Freight Brokerage Carrier Sales Representative
2 months ago
Plant City, United States Patterson Companies Inc Full timeJob DescriptionJob DescriptionDescription:Are you a dynamic sales professional with a passion for transportation solutions? We are seeking a Carrier Sales Representative with a minimum of one to two years of experience to join our team. In this role, you'll have the opportunity to leverage your existing carrier base and entrepreneurial spirit to build...
-
Brokerage Services Operations Leader
2 weeks ago
Oklahoma City, Oklahoma, United States Voya Financial Full timeJoin Us in Shaping Financial FuturesAt Voya Financial, we are dedicated to ensuring that everyone has the chance to achieve a brighter financial future. Our mission is to work collaboratively with clients, partners, and team members to advocate for equitable access to financial opportunities. We believe that every individual and community deserves the chance...
-
Brokerage Operations Associate II
2 weeks ago
Kansas City, Missouri, United States SS&C Technologies Holdings, Inc. Full timeUbicaciones: Híbrido | Kansas City, MO Conozca al equipo: Estamos en la búsqueda de un miembro de equipo altamente motivado y orientado a los detalles para unirse al equipo de Operaciones Alternativas en SS&C Brokerage Solutions. Buscamos un profesional proactivo con habilidades excepcionales en operaciones, que posea un enfoque meticuloso y una mentalidad...
-
Plant City, Florida, United States Patterson Companies Inc Full timeJob DescriptionWe are seeking a dynamic sales professional with a passion for transportation solutions to join our team at Patterson Companies Inc. as a Carrier Sales Representative.Key Responsibilities:Develop and maintain strong relationships with new and existing motor carriers and transportation companies.Source and qualify potential carrier partners...
-
Salt Lake City, United States Wells Fargo Full time**Customer Service Representative 3- Brokerage Services-ICC Division** Location: Salt Lake City, Utah **Job ID** R-109897 **About this role:** Wells Fargo is seeking a Customer Service Representative... ****In this role, you will:**** * Support financial products and services * Identify opportunities to improve customer service experience and offer ideas to...
-
Brokerage Compliants Specialist
8 hours ago
Salt Lake City, United States Experis Full timePosition: Brokerage Complaint Specialist Location: Salt Lake City, UT Industry: Financial Services Contract Terms: Long term contract (18-24 months) One of our Fortune 50 Financial Service Clients has a new opportunity as a Customer Service Specialist supporting the Enterprise complaints group team. If you are looking for a highly visible project with...
-
Brokerage Compliants Specialist
1 day ago
Salt Lake City, United States Manpower Group Inc. Full timePosition: Brokerage Complaint Specialist Location: Salt Lake City, UT Industry: Financial Services Contract Terms : Long term contract (18-24 months) One of our Fortune 50 Financial Service Clients has a new opportunity as a Customer Service Specialist supporting the Enterprise complaints group team. If you are looking for a highly visible project with...
-
Lead Operations Strategist
2 weeks ago
Jersey City, New Jersey, United States Phaxis Full timeCompany Overview: Phaxis is a dynamic and expanding financial services organization dedicated to delivering exceptional brokerage solutions.Position Summary: We are in search of a proficient Operations Strategist to enhance our broker-dealer operations team.Key Responsibilities:Oversee and support daily operational activities, ensuring seamless client...
-
Jersey City, New Jersey, United States SF Staffing Solutions Full timePosition Overview:As a key member of the Securities Operations team, you will be engaged in the management of settlements, stock loans, and asset servicing for both equity and fixed income products.The Client Service Group (CSG) operates as a cohesive unit, providing essential support to internal and external clients regarding their asset servicing...
-
Sales Representative
3 months ago
Phenix City, United States Alfa Insurance Sales Representative Full timeJob DescriptionJob DescriptionBenefits/PerksAnnual incentive reward trip for top performers to beautiful destinations in the southeastOpportunity for annual performance bonusDiscounts on your auto insurance (underwriting approval required)Benefits include: Health, dental, supplemental cancer, vision insurance, and 401(k) plan,Paid time off bank including 3...
-
Sales Representative
3 months ago
Phenix City, United States Alfa Insurance Sales Representative Full timeJob DescriptionJob DescriptionBenefits/PerksAnnual incentive reward trip for top performers to beautiful destinations in the southeastOpportunity for annual performance bonusDiscounts on your auto insurance (underwriting approval required)Benefits include: Health, dental, supplemental cancer, vision insurance, and 401(k) plan,Paid time off bank including 3...
-
Securities Operations Specialist
2 weeks ago
Jersey City, New Jersey, United States SF Staffing Solutions Full timeOverview:This role is integral to the Securities Operations division, focusing on the processing and oversight of Settlement, Stock Loan, and Asset Servicing for both Equity and Fixed Income products.The Client Service Group (CSG) operates with a dedicated team, ensuring seamless communication and support for all Asset Servicing requirements. This team plays...
