Senior Representative, Alternative Investments

Fidelity(26 days ago)

HybridFull TimeMedior$40,000 - $76,000Operations & Services Group (Brokerage Operations)

About this role

A Brokerage Alternative Investments Representative II is a mid-level operations role within Fidelity’s Operations & Services Group focusing on the servicing and processing of alternative investment products for institutional and high-net-worth clients. The position supports Fidelity’s alternative investments lifecycle and contributes to OSG’s broader securities execution, clearance, and information management activities. It serves as a client-facing role within the brokerage operations organization.

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Required Skills

Brokerage Operations
Customer Service
Alternative Investments
Phone Support
Communication
Time Management
Relationship Building
Transaction Processing
Issue Resolution
Compliance

Qualifications

College Degree Preferred

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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