Brokerage Operations Representative

  • Fidelity TalentSource
  • Salt Lake City, UT, United States
  • Sep 12, 2021
Full time

Job Description

Fidelity TalentSource is looking to hire a Brokerage Operations Representative at Fidelity Investments, located either in Covington, KY, Salt Lake City, UT, or Westlake, TX.

This is a six month contract that pays $20.00 an hour.

The Fidelity Personal Investing Distribution Operation Services group provides phenomenal customer service to our customers through innovation, dedication and commitment.

The Expertise We’re Looking For

  • Bachelor’s degree or equivalent work experience.
  • Financial services experience helpful and preferred.
  • 1-2 years’ experience in a customer service environment.

The Purpose of Your Role

The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features.

The Skills You Bring

  • You have an outstanding ability to use your time effectively and are effective in organization
  • You have a strong analytical ability with great attention for detail
  • Your ability to detect high risk situations or problems and use your skills to react appropriately
  • Your robust verbal and written communication skills
  • Your strong work ethic
  • You’re able to be flexible and calmly adapt to new situations

The Value You Deliver

  • Providing outstanding customer service to new and existing Fidelity shareholders, you will accurately establish and update brokerage accounts and all related features.
  • Analyzing account applications and establishing various brokerage accounts accurately and expeditiously while utilizing multiple systems.
  • Committed to initiating problem resolution procedures for items not in good order including: sending out correspondence directly to the shareholder.
  • Dedication to participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedure.
  • Crafting methods to ensure consistency and making recommendations to streamline procedures.
  • Building meaningful relationships by collaborating with business partners and external customers via both email and phone when appropriate.

How Your Work Impacts the Organization

PI Distribution Service organization is comprised of several middle office functions that support Fidelity's Personal Investment associates and Retail end-clients with new accounts and account features.

COVID work policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person.  For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Company Overview

Fidelity TalentSource, formerly Veritude, 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 recruit individuals from a wide variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you wish to experience Fidelity’s diverse and inclusive work environment while growing your skillset and developing your professional network, consider a role with Fidelity TalentSource.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource is an equal opportunity employer.




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 Investments and Fidelity TalentSource are equal opportunity employers.