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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 Treasury Operations Representative to work in Jersey City, NJ.
Your primary role is to analyze, and process returned check deposit transactions in customer brokerage accounts
The Team
The Treasury Returned Checks team is passionate about ensuring that check deposit returns are processed to accounts in a timely and accurate manner
The Expertise You Have
- Bachelor’s degree
- 3+ years’ experience in brokerage or banking industry
- Basic understanding of money movement / bank reconciliation preferred.
- You work independently with demonstrated good judgment.
- You are able to multi-task and prioritize work.
- You have a strong attention to detail.
- You work effectively in a team environment and collaborate.
- You bring a strong sense of ownership, accountability, and a commitment to achieving objectives.
- You have excellent problem-solving and research skills.
- You can identify red-flag behavior in customer accounts and raise accordingly.
- You will process transactions to customer accounts using FBSI and XTRAC
- You will send various notifications to internal and external business partners as required by Treasury policies and procedures.
- Incoming and outgoing mail related to Returned Checks
- You will work with FI Bank Reconciliation to research and resolve aged items.
- You will respond to customer inquiries via XTRAC/Service Central
- You will supervise various daily reporting.
- You will supply to improvement in execution initiatives.
- You will interact with Treasury’s external bank partners as needed.
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.
