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Senior Representative, Brokerage Operations at Fidelity - ApplyBlast

Senior Representative, Brokerage Operations

Fidelity

5 days ago

4.4 on Glassdoor

Westlake, Texas, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Senior Representative, Brokerage Operations delivers world-class service to internal and external clients by timely and accurately settling trade and transfer obligations while adhering to policies, procedures, and regulatory guidelines. The role involves utilizing internal and external systems to settle Federal Reserve related transactions and resolving transaction exceptions to ensure client transaction completion. This position supports Fidelity's Operations and Services Group in managing daily Federal Reserve settlement activities for various securities.

Responsibilities

Settle trade and transfer obligations timely and accurately
Review and process exceptions associated with FED Settlements
Resolve FED Settlements related transaction exceptions

Skills

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.