Brokerage Operations Representative

Brokerage Operations Representative Location Hybrid work in Westlake, TX :

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX!

The Role

The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client's requests received through various channels. You will not be responsible for handling inbound client phone calls

The Expertise and Skills You Bring

• Bachelor's degree OR equivalent work experience.
• Financial services experience helpful and preferred.
• 1-2 years of experience in a customer service environment or transaction processing.
• You have an outstanding ability to use your time effectively and are well organized
• You have a strong analytical ability with great attention for detail
• Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately
• Your robust verbal and written communication skills, and interpersonal skills
• Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes
• You're able to be flexible and calmly adapt to new changes
• Your ability to receive and implement feedback in a prompt manner

The Team

The Brokerage Operations organization is comprised of several middle office functions that support Fidelity's Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.

COVID Work Policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic Working - Post Pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.