Senior Representative, Brokerage Operations

Fidelity(19 days ago)

HybridFull TimeSenior$40,000 - $60,000Brokerage Operations

About this role

A Senior Representative at Fidelity focuses on analyzing and processing transfer of assets delivery requests within the financial services industry. The role involves ensuring accurate transaction processing, interacting with various internal and external partners, and maintaining high performance standards.

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Required Skills

Analysis
Financial Analysis
Customer Service
Operations
Communication
Process Improvement
Problem Solving
Asset Transfers
Financial Transactions
Teamwork

Qualifications

Bachelor's Degree

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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