Brokerage Client Experience Operations Representative II

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Job description

Job Description:

The Role

Are you looking for an opportunity to work in a fast-paced, team-oriented service environment that focuses on enhancing relationships and building client loyalty? Are you considered a “go-to person”? If so, Client Service and Support may be right for you.

The Team

The Client Service and Support team is a part of the Client Experience Division of Fidelity Investments. Our team focuses on providing World Class service interactions to our clients who utilize the National Financial Service platform for clearing business needs. As a member of our team you will assist our clients with various phone inquiries and transactions pertaining to; retirement distributions, checks, wires, journals, account documentation and features, and transfer of assets. You will have opportunities to build working relationships with contacts at external financial firms, as well as with internal business partners.

The Expertise You Have

• College Degree preferred
• 2+ years customer service experience preferred
• 2+ years brokerage operations or financial services experience preferred

The Skills You Bring

• Ability to work in a fast-paced, team environment
• A desire for continuous growth and learning about the financial services industry
• Possess a drive to solve sophisticated problems and deliver an outstanding customer experience every day
• Self-starter and comfortable working independently when needed
• Strong written, verbal and interpersonal communication skills
• Problem solving/analytical skills
• Time management
• Presentation & negotiation skills
• Creative/open-minded
• Broad systems knowledge (mainframe & web-based)
• Ability to contribute ideas as well as influence and execute them in a team environment
• Growth Mindset and an appetite for continuous learning

The Value You Deliver

• Supporting and addressing client inquires
• Resolving and/or facilitating resolution
• Interacting with business partners and/or contra firms
• Advocating for both client and firm

The base salary range for this position is $39,000-$61,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission 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.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. 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 will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .

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