Senior Representative, Brokerage Operations
$44k - $80kFidelity Investments
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
$120k - $170k
...Our client is looking to add a Senior Commercial Liability Claims Consultant with strong... ...commercial accounts .Analyze client operations, exposures, and loss trends to develop proactive... ...Liability claims, risk management, or brokerage experienc eWell versed in managing...OperationsSeniorContract workFor contractors$140k - $180k
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$100k
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- ...TEMENOS USA INC. is seeking a Sales Representative in the United States to drive sales strategy implementation and achieve sales targets... ...excellent negotiation skills, and a solid understanding of banking operations. The position offers a variety of benefits aimed at fostering...OperationsSenior
- ...A dynamic consulting firm is seeking a Senior Client Executive for their Supply Chain division to manage major accounts and promote... ...enterprise-level sales and a strong background in supply chain operations. The ideal candidate will excel in building executive-level relationships...OperationsSenior
$350k
...seeking a Strategic Account Executive to drive enterprise sales across IT, Security, and Operations. The role involves managing complex sales cycles, building relationships with senior stakeholders, and collaborating with founders. Candidates should have over 10 years of...OperationsSenior- ...Ninesmw is seeking a Senior Customer Service Manager for our Georgia Branch. You will manage day-to-day operations of a 90+ person contact center, ensuring exceptional customer service and developing a strong team culture. The ideal candidate will have a Bachelor's degree...OperationsSenior
- ...partnering with industry leaders in capital markets technology. As a Senior Sales Executive, you will be responsible for driving new... ...banking environments. Deep domain expertise in capital markets operations, including areas like Murex, Calypso, FIS, or SS&C systems. Proven...OperationsSenior
$20 per hour
...Senior Contact Center Representative This is a highly visible, high impact team responsible for every aspect of the consumer and business inbound... ...You will partner with the Bank's Relationship Managers, Operations, Electronic Banking, and others to ensure that the client...OperationsSeniorHourly payWork experience placementWork at officeRemote workVisa sponsorshipWork visa- A leading senior care technology company is seeking an experienced Enterprise Sales Executive to help scale their operations. This role requires 8+ years in B2B SaaS sales with proven success in complex, multi-stakeholder deals, especially within the senior living sector...OperationsSeniorRemote jobFlexible hours
- ...interpersonal, written, and verbal communication skills to facilitate effective work relationships with others. Manages Firm resources responsibly. Complies with and understands Firm operation, policies, and procedures. Performs other related duties as assigned. #J-18808-Ljbffr...OperationsSenior
$85k - $150k
...financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both... ...management services. Job Description The firm is seeking a Senior Branch Operations Manager to join Oppenheimer’s flagship branch, Chrysler...OperationsSeniorWork at officeLocal area$58.2k - $79.5k
...A health solutions company is seeking a Senior Account Operations Specialist for a remote role. This position involves managing provider relationships and ensures satisfaction with service delivery. Candidates should have a Bachelor's degree and relevant experience in...OperationsSeniorRemote work- ...only make them a stronger force over the coming years. Role As a Senior Pre Sales Solutions Consultant you will be working directly... ...POS/Payments Deep domain knowledge of Retail clients, in store operations, buying personas, market trends and innovation. Fashion, Luxury...OperationsSeniorRemote work
- ...team brings deep experience in robotics, engineering, software, operations, and customer success, working closely with clients to ensure... ...that deliver real-world results. We are seeking a high-performing Senior Healthcare Sales Executive to drive strategic growth. This is a...OperationsSeniorFull time
- ...Summary Senior Client Advisor responsible for achieving sales targets and driving client development for the Madison Avenue store.... ...Sets the example for customer service, visual merchandising, and operational standards, and may oversee the store and staff in the absence...OperationsSeniorLocal areaFlexible hours
$74.08k - $111.13k
Remote Jobs is seeking a Senior Contract Analyst to oversee the contract lifecycle and manage vendor relations. This role requires strong... ...drafting and negotiating contracts, supporting procurement operations, and ensuring all agreements comply with legal standards. The position...OperationsSeniorRemote jobContract work- ...automotive parts retailer in Hackensack, NJ, is seeking a Commercial Parts Pro to enhance customer relationships and support store operations. The ideal candidate should possess over 3 years of automotive parts experience, strong sales abilities, and exceptional...OperationsSeniorHourly payFull time
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- ...verbal communication skills to facilitate effective work relationships with others. Manages Firm resources responsibly. Complies with and understands Firm operation, policies, and procedures. Performs other related duties as assigned. #J-18808-Ljbffr The Oneil Search GroupOperationsSenior
$100k - $110k
A leading real estate technology firm is seeking a Senior Sales Development Representative to drive outbound sales efforts and manage HubSpot operations. You will engage in strategic campaigns and ensure seamless lead qualification while supporting a hybrid team environment...OperationsSenior$120k - $130k
...Senior Sales Executive We are a fast-growing, established lifestyle brand with a... ...year. Manage the day-to-day wholesale operations, working cross-functionally with account... ...that individuals have been posing as representatives of Li & Fung and may send fraudulent employment...OperationsSeniorCasual workLocal area
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