Brokerage Operations Representative

Found in: Appcast US C2 - 2 weeks ago

Westlake, 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 Westlake, TX.

The Role
The Brokerage Operations Representative will be responsible for learning and supporting the customer experience for various processes within OSG Tax.

The Expertise and Skills You Bring

  • Bachelor of Science in Business or Finance or equivalent work experience
  • Knowledge of tax filing requirements, IRS forms, and related concepts
  • Complex problem resolution skills
  • Financial services, tax and/or operations experience preferred
  • You have MS Excel, data analytics and problem-solving skills
  • Your strong attention to detail and accuracy
  • Your ability to innovate and complete processes
  • You can prioritize multiple tasks, consistently deliver business solutions and work independently
The Team
The OSG Tax Operations team is committed to delivering an outstanding tax experience for Fidelity clients. The team is responsible for performing key processes that support the financial and tax service needs of our clients. Additionally, this team plays a significant role in shaping the future of tax operations.

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 Investments and Fidelity TalentSource are equal opportunity employers.

  • Brokerage Operations Representative

    3 days ago

    Westlake, 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 Westlake, TX. The Role The Brokerage Operations Representative will be responsible for learning and supporting the customer experience...

  • Business Development Representative

    2 weeks ago

    Westlake, United States Banyan Technology Full time

    We are seeking an experienced Business Development Representative to work with the marketing and sales teams in qualifying and generating sales leads and creating discovery opportunities.   Through a combination of inbound and outbound marketing efforts, the lead development representative performs lead prospecting efforts to generate MQL and SQL leads....

  • Business Development Representative

    1 week ago

    Westlake, United States Banyan Technology Full time

    We are seeking an experienced Business Development Representative to work with the marketing and sales teams in qualifying and generating sales leads and creating discovery opportunities. Through a combination of inbound and outbound marketing efforts, the lead development representative performs lead prospecting efforts to generate MQL and SQL leads. The...

  • Business Development Representative

    1 week ago

    Westlake Village, United States Banyan Technology Full time

    We are seeking an experienced Business Development Representative to work with the marketing and sales teams in qualifying and generating sales leads and creating discovery opportunities. Through a combination of inbound and outbound marketing efforts, the lead development representative performs lead prospecting efforts to generate MQL and SQL leads. The...

  • DIRECTOR, CLIENT MANAGEMENT

    Found in: Careerbuilder One Red US C2 - 12 hours ago

    Westlake, TX, USA, United States Fidelity Investments Full time

    Job Description:The RoleAs a Manager for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on identifying proactive efficiency opportunities, project management, high level initiatives and critical issues, and...

  • Transaction Processor

    1 week ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX.  Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in...

  • Transaction Processor

    3 days ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX.  Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in...

  • Transaction Processor

    Found in: Appcast US C2 - 2 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX.  Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in...

  • Sales and Design Consultant

    2 weeks ago

    Westlake, United States Edelman Home Full time

    You will be responsible for maintaining and acquiring business relationships with architects, interior designers, contractors and homeowners for new construction and remodeling projects. This person will be a trusted advisor with their clients by recommending plumbing, kitchen and bath, appliances, and decorative hardware solutions. You should have a passion...

  • Sales and Design Consultant

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Westlake, United States Edelman Home Full time

    You will be responsible for maintaining and acquiring business relationships with architects, interior designers, contractors and homeowners for new construction and remodeling projects. This person will be a trusted advisor with their clients by recommending plumbing, kitchen and bath, appliances, and decorative hardware solutions. You should have a passion...

  • Head of Credit Alternatives Financing

    Found in: Talent US C2 - 2 weeks ago

    Westlake, United States Fidelity Investments Full time

    Job Description : We are seeking an experienced individual to lead Fidelity’s Credit Alternatives Financing function. The successful candidate will bring strong subject matter expertise in a variety of credit investment products, leverage modelling, third party negotiations and will partner with Fidelity’s portfolio management, product development,...

  • Manager Trainee

    5 days ago

    Westlake, United States Hertz Full time

    The Manager In Training program provides hands-on training in Sales, Operations, Customer Service, finance, fleet management, and people management. This position has a clearly defined career path to Branch Manager in as little as 12-18 months. This role supports the achievement of location sales goals and customer service excellence. Starting wage: $16/hr...

  • Engineer V, Process

    1 week ago

    Westlake, United States Lotte Chemical USA Corporation Full time

    Job DescriptionJob Description Essential Job Functions § Investigates and troubleshoots manufacturing processes or equipment; proposes and drives the implementation of solutions to identified processing or equipment problems§ Improves process capability volume; maintains and improves quality standards; develops innovative solutions. Develops and...

  • Security Officer

    Found in: Appcast US C2 - 1 week ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Security officer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Officer to work in Westlake, TX! The Role The Security Representative is a Brand Ambassador for Global Security Operations who provides outstanding customer service during the course of their...

  • Quality Control Technician

    1 week ago

    Westlake, United States Lightspeed Construction Group Full time

    Job DescriptionJob DescriptionAt Lightspeed Construction Group, we take a people-first approach to construction. We know communications infrastructure construction isn’t just about fiber and towers. It’s about collaboration and honesty. At Lightspeed, a Full Circle Fiber Partners company, we bring more than steel toes and hard hats to the job site – we...

  • Inside Sales

    3 days ago

    Westlake Village, United States Banyan Technology Full time

    Inside Sales / Account Manager / Business Development Representative We are seeking an experienced Sales Professional to work with the marketing and sales teams in qualifying and generating sales leads for new prospects and existing client accounts. As a process of our Account Manager Trainee program and through a combination of inbound and outbound...

  • Broker Support Specialist

    2 weeks ago

    Westlake Village, United States WARNER PACIFIC INSURANCE Full time

    Job DescriptionJob DescriptionThe Broker Support Specialist (CS), works closely with the Broker Service Representatives, under direct supervision, is responsible to follow up on requests that are sent to the carrier to ensure they are processed in a timely manner. Responding to telephone and written inquiries and initiate steps to assist Broker Service...

  • VP, IT Audit

    3 days ago

    Westlake Village, United States Century Group Full time

    Job DescriptionJob DescriptionCentury Group is partnering with a client who is seeking a VP, IT Audit to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $125,000 to $150,000 per year. Job Responsibilities:Develop and administer a 3-year rotational Internal Audit PlanReport audit findings...

  • Technician III

    2 days ago

    Westlake Village, United States Guitar Center Company Full time

    Job DescriptionJob DescriptionPosition Summary: Technician III, IT Support ServicesDo you love music? Do you believe in the power of music to bring people together? If you do, and you want to be a key player in an organization whose purpose is to fill the world with more music and to develop generations of new musicians, then we have a position where you can...

  • Part-time Logistics Security Officer

    1 week ago

    Westlake Village, United States Securitas Full time

    Security Officer We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients. Securitas plays an essential role for our clients and in society. The Security Officer position...