Senior Representative, Brokerage Operations
Fidelity(3 days ago)
About this role
The role involves managing and supporting data reconciliation processes for institutional securities, providing customer service, and ensuring compliance with industry regulations. It focuses on accurately processing transactions, supporting client inquiries, and participating in process improvements within a regulated environment.
Required Skills
- Data Management
- Customer Service
- Regulatory Compliance
- Transaction Processing
- Problem Resolution
- Teamwork
- Communication
- Process Improvement
- Financial Applications
About Fidelity
fidelity.comFidelity 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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