What are the responsibilities and job description for the Senior Representative, Brokerage Operations position at National Financial Services LLC?
Job Description: Senior Representative, Brokerage Operations The Role Do you enjoy working in a Team oriented back-office environment while providing superior service? Are you someone that is motivated to help clients by processing their requests? In the OSG Money Movement role, you will use your skills to review requests to determine eligibility, risk, and other requirements needed to process transactions for our clients. The Expertise and Skills You Bring 2- 3 years of brokerage operations or financial services experience preferred Experience in transaction processing roles or related financial process preferred Your creative and innovation skills come forward when trying to solve problems You are flexible and can thrive in situations that allow for you to work both individually and as part of a team Working knowledge of Fidelity applications preferred (FBSI, Xtrac, MyWorkspace) Effective verbal and writing communication skills The Team As an Associate on the Distributions team you will be responsible for the accurate and timely processing of money/asset movement requests for client accounts. We support the various market segments which are part of the Fidelity brokerage platform. When a client needs to move cash or securities from their account, for a variety of reasons, you will be the associate handling these requests within back office. You will have opportunities to build working relationships with internal business partners that assist in the re-registration or money movement processes. The base salary range for this position is $44,000-80,000 USD 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. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Category: Brokerage Operations At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
Salary : $44,000