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Brokerage Operations Representative

Company: Fidelity TalentSource
Location: Covington
Posted on: January 12, 2021

Job Description:

Fidelity TalentSource is looking to hire a Brokerage Operations Representative at Fidelity Investments, located either in Covington, KY, Salt Lake City, UT, or Westlake, TX.This is a six month contract that pays $20.00 an hour.The Fidelity Personal Investing Distribution Operation Services group provides phenomenal customer service to our customers through innovation, dedication and commitment.The Expertise We're Looking For* Bachelor's degree or equivalent work experience.* Financial services experience helpful and preferred.* 1-2 years' experience in a customer service environment.The Purpose of Your RoleThe 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.The Skills You Bring* You have an outstanding ability to use your time effectively and are effective in organization* You have a strong analytical ability with great attention for detail* Your ability to detect high risk situations or problems and use your skills to react appropriately* Your robust verbal and written communication skills* Your strong work ethic* You're able to be flexible and calmly adapt to new situationsThe Value You Deliver* Providing outstanding customer service to new and existing Fidelity shareholders, you will accurately establish and update brokerage accounts and all related features.* Analyzing account applications and establishing various brokerage accounts accurately and expeditiously while utilizing multiple systems.* Committed to initiating problem resolution procedures for items not in good order including: sending out correspondence directly to the shareholder.* Dedication to participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedure.* Crafting methods to ensure consistency and making recommendations to streamline procedures.* Building meaningful relationships by collaborating with business partners and external customers via both email and phone when appropriate.How Your Work Impacts the OrganizationPI Distribution Service organization is comprised of several middle office functions that support Fidelity's Personal Investment associates and Retail end-clients with new accounts and account features.Company OverviewFidelity TalentSource, formerly Veritude, 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 recruit individuals from a variety of 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 diverse and inclusive workplace while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com.Fidelity TalentSource will reasonably--accommodate applicants with disabilities who need adjustments in order to complete the application or--interview process. Please email us at HR@ ftsjobs.com--if you would like to request an accommodation.Information about Fidelity InvestmentsAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Keywords: Fidelity TalentSource, Covington , Brokerage Operations Representative, Other , Covington, Kentucky

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