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Brokerage Operations Representative I, II, III, IV - Account Management - TOA Receives -- ACAT Follow up
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Westlake, Texas |
About this job
Business Overview
Associates in the Operation & Services Group are responsible for the accurate and timely processing of customer requests. This role specifically focuses on supporting incoming contra party and correspondent calls related to TOA deliveries processing transfer of assets requests on brokerage accounts. Associates are required to demonstrate working knowledge of Fidelity systems and have a strong understanding of the financial services industry
Responsibililties
Handling written and telephone inquiries from internal Fidelity business partners, Correspondent Firms and other Financial Services Companies. .
Perform analysis on transactions to ensure they are handled accurately and efficiently as required by company policy and procedures
Education and Experience
Customer service experience recommended
TOA process experience a plus
Broad systems knowledge (mainframe, web-based, VT/ECT, vendor)
College degree or equivalent experience
Skills and Knowledge
Ability to successfully prioritize in a multiple task environment
Strong written, verbal and interpersonal communication skills
Listening skills
Strong service attitude
Problem solving/analytical skills
Organization navigation skills
Detail oriented
Effective organizational/time management skills
Company Overview
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit http://www.fidelity.com/ .
Associates in the Operation & Services Group are responsible for the accurate and timely processing of customer requests. This role specifically focuses on supporting incoming contra party and correspondent calls related to TOA deliveries processing transfer of assets requests on brokerage accounts. Associates are required to demonstrate working knowledge of Fidelity systems and have a strong understanding of the financial services industry
Responsibililties
Handling written and telephone inquiries from internal Fidelity business partners, Correspondent Firms and other Financial Services Companies. .
Perform analysis on transactions to ensure they are handled accurately and efficiently as required by company policy and procedures
Education and Experience
Customer service experience recommended
TOA process experience a plus
Broad systems knowledge (mainframe, web-based, VT/ECT, vendor)
College degree or equivalent experience
Skills and Knowledge
Ability to successfully prioritize in a multiple task environment
Strong written, verbal and interpersonal communication skills
Listening skills
Strong service attitude
Problem solving/analytical skills
Organization navigation skills
Detail oriented
Effective organizational/time management skills
Company Overview
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit http://www.fidelity.com/ .
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