Trade Allocation Specialist

Job Description:

The Role

You will work within a team to investigate and resolve advisor trade issues in all segments of the custody business. You will be highly engaged in all areas of support relative to allocations of trades to client accounts.  You will focus on client satisfaction with specific attention in problem resolution and process improvement. In the event of business needs, the Trade Allocation team assists with additional projects that align with Fidelity’s regulatory obligations. Trade Allocation Specialists are encouraged to be key contributors to a positive workplace environment and have dedication to teamwork and shared success. Associates will own their professional development plan and acquire additional skills that ensure their growth and effective contributions to the organization.

The Skills you Bring

• Your ability to prioritize competing responsibilities and work well in a fast paced, team environment.
• Your excellent interpersonal and written communication skills.
• You think analytically and deliver solutions to sophisticated challenges.
• Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions.
• You have intermediate to advanced knowledge of Microsoft Office applications.
• The hours of the role are rotating shifts between 7:00am to 5:00pm CST, with key reporting obligations at 7am, 11am, 1pm, and 3pm CT daily.

The Expertise We’re Looking For

• Bachelor’s Degree Preferred
• 1 year of financial services experience preferred

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

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.

At Fidelity, 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’re calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

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 fidelitycareers.com.

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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.