Brokerage Operations Representative

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Associateto work in Westlake, Texas!

The Role
This function specifically focuses on analyzing and processing transfer of assets delivery requests of mutual fund and brokerage accounts for several lines of business including Retail, Correspondent and Advisor customers. Within this role you will interact with many diverse groups in Fidelity and throughout the Financial Services industry.

The Expertise and Skills You Bring

• Strong analytical skills with meticulous attention to detail
• Can manage time effectively while meeting high performance standards
• Ability to take initiative and can identify process improvement opportunities to create efficiencies within the department
• Ability to contribute to and thrive in a fast paced, highly engaged team oriented environment and have a positive attitude and be open minded
• Financial Services Operations experience preferred

The Team
As a Money and Assets Movement Representative, you will be responsible for analyzing Transfer Initiation Forms, and initiating delivery transfers of a wide variety of asset types, including money, stocks, bonds and mutual funds. You will use multiple channels to deliver these assets, which include the Automated Customer Account Transfer System (ACATS) and the Depository Trust Company (DTC), among others. Some transactions will require you to interact and coordinate with our internal business partners as well as counterparts across the Financial Services industry.
The Transfer of Assets Deliveries department handles transfer out requests and written inquiries regarding these requests for all internal lines of businesses, as well as telephone inquiries from other Financial Services companies to ensure transactions are completed in a timely manner. The department focuses on delivering quality in every interaction with the end goal of helping our clients meet their financial needs.

Dynamic Working
At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
 

Company Overview

Fidelity TalentSource 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 welcome individuals from all 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 supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact our HR team at HR@ ftsjobs.com.

Information about Fidelity investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity TalentSource’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.