What are the responsibilities and job description for the Brokerage Operations Representative position at Fidelity TalentSource?
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 Representative to work in Fidelity’s Operations and Services Group in Jersey City, NJ!
The Role
As a Brokerage Operations Representative, you will work in Treasury's Cash Management team to support timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines. This role operates between the hours of 9 AM EST to 6 PM EST.
Responsibilities include:
- Review incoming wire payment exceptions to identify the credit party and post/return accordingly
- Reconcile the department’s suspense accounts, including identifying, researching and resolving any breaks
- Review incoming retirement account wires and code with the appropriate tax reporting mnemonic
- Deliver outstanding service to all of our clients by processing their requests in an accurate and timely manner
The Expertise and Skills You Bring:
- Treasury operations and transaction servicing experience
- Suspense account reconciliation experience
- Knowledge of electronic payments processing (Fed Wire, SWIFT, ACH)
- You deliver with strong written, verbal and interpersonal communication skills
- Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed
- Work independently and collaborate with associates
- Time management (multi-tasking)
- Ability to work overtime; if needed
The Department
The Treasury department provides cash management and banking product, operations and advisory services in support of the various lines of business within Fidelity Institutional (FI). FI provides products, solutions and services to banks, broker/dealers, registered investment advisors, family offices and other financial intermediaries to meet their brokerage, operations, risk, and technology 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.
