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Brokerage Operations Analyst
Fidelity Investments
Jersey City, NJ, United States
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The Purpose of Your Role
As a critical member of the Operations and Service Area, you will provide superior service to our clients as the Point of Contact for Mutual Fund Security Master and 529 College Savings plans to our clients. This role will be the first member of a new dedicated team that will provide World Class Service and Operations to our clients, specifically geared toward 529 Plans. This team will work closely with our internal business partners to help build and staff the new operations and service team. The goal for this role is to provide the highest level of service while assisting our clients with complex 529 related problems and inquiries.
The Expertise We’re Looking For
• College degree preferred
• Expertise in Back-Office operations of Mutual Fund operations and/or 529 College Saving Plans
• Sub Accounting experience preferred
• 5+ years of industry related experience in either a brokerage firm, clearing firm or mutual fund company
• Experience in project management and business analysis preferred
The Skills You Bring
• The ability to provide superior phone service to our clients in a fast-paced, time-sensitive environment
• Analytical skills that will be used to solve complex problems for our clients
• Strong relationship building skills with a focus on our clients and internal business partners
• Initiative to tackle new problems, improve processes and learn new functions
• Flexibility, adaptability, and a desire to work in a strong team-based environment
• Superior Customer Service skills
• Strong problem solving and collaboration skills
The Value You Deliver
• Deliver Operational Excellence within the Mutual Fund and 529 Space
• Deep subject-matter expertise that will enhance the client’s experience and make it for a World Class Client Experience
• Increased customer satisfaction and loyalty through high-touch, above and beyond service
How Your Work Impacts the Organization
Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. The OSG Mutual Funds and Brokerage Servicing (MFBS) division provides operational excellence across our Mutual Fund offering (Mutual Fund Product Database, Order Room, Corrections, Transfer of Assets, Dividends and Reconciliation).
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.