- Fidelity TalentSource LLC (Smithfield, RI)
- …for this role (required)Experience with brokerage products and services, brokerage operations, or client service operations including familiarity with ... Job Description:The RoleThe Brokerage Risk team advises Fidelity s dynamic individual...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …results. The TeamThe Operations & Services Group (OSG) provides superior customer service to Fidelity s brokerage businesses through innovation, dedication, and ... Job Description:Are you a highly analytical professional with Brokerage Operations experience looking for a new opportunity? Agency Lending Corporate Actions is… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Modernization program, adopting a Fintech attitude to help build the next generation brokerage platform as a service based on event-driven processing and ... practices (preferably GitHub, Jenkins, Stash, Artifactory, Terraform etc.)\u00A0The TeamThe Brokerage Recordkeeping, Margin, Compliance and Customer Communications Modernization Domain… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:The Role The Margin associate will be responsible for monitoring large securities, money transactions, and reviewing documentation, protecting both ... You Bring2-4 years of relevant margin experience or 3-5 years of brokerage experienceCollege degree or similar work experience preferred99/SIE Licensing preferred or… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:A Commission Analyst works closely with Pricing, Client Service Managers, Client Integration Analysts, Relationship Managers, and Correspondents ... industry.3 years of Fidelity Investment experience preferred5 years of brokerage industry experienceYou have knowledge of tradingYou have strong organization,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Treasury division \u2018s resiliency/continuity planning. Responsibilities include:Provide outstanding service and support to our diverse customers.Assist defining ... in collaboration with business partners.Ensure continuous compliance with banking and brokerage regulations.Stay abreast of industry trends and new regulations. The… more
- Fidelity TalentSource LLC (Boston, MA)
- …services to top clients and prospects with a focus on business strategy, service model, operations, products & services, and technology. Our mission is to help ... opportunities to manage or reduce variable overhead costs through operations, service , and technology outsourcing (to Fidelity and/or other providers) to drive… more
- Fidelity TalentSource LLC (Charlotte, NC)
- …of products and services, innovative investment tools and research, a coordinated brokerage and trust platform, and dedicated client service professionals all ... Fidelity Institutional, is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party… more
- Fidelity TalentSource LLC (Westlake, TX)
- …to change. The Customer Communications Product Area is part of the Core Brokerage Platform Domain (formerly the Operations Service Group - Technology ... Job Description:The RoleFidelity Investments Core Brokerage Technology Domain is seeking an experienced Senior...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on ... developing the CM team, assisting with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …for assisting with leading the RSS team members who support clients ( brokerage firms and investment advisors) in selling restricted / control securities for ... This is a small but highly motivated team of professionals delivering excellent service with a keen eye towards regulatory compliance. You will provide supervision,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …results. The Team The Operations & Services Group (OSG) provides superior customer service to Fidelity s brokerage businesses through innovation, dedication, and ... fast-paced team environment. The Expertise and Skills You Bring8+ years of Brokerage Operations experience required.FINRA Series 7 required; within 90 days of… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring ... informative seminars, lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual fund knowledge and expertise in financial… more
- TradeStation (Chicago, IL)
- #WeAreTradeStationWho We Are:TradeStation is an online brokerage firm seeking to level the playing field for self-directed investors and traders, empowering them to ... skills and ability to effectively partner with other departments to insure proper service . The candidate will need to be detail oriented and will be required… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity Institutional? We are looking for a Senior ... drive the end user experience with your technical competence, initiative, and brokerage knowledge to support our account management effort for Fidelity Institutional… more
- Fidelity TalentSource LLC (Jacksonville, FL)
- …and Life Insurance licenses are requiredFive or more years of customer service experience in the Financial Services industryBachelor s Degree preferred The ... Purpose\u00A0of Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated and highest net worth client.\u00A0 Through… more
- Fidelity TalentSource LLC (New York, NY)
- …Purpose of Your Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued client. Through frequent communication ... consultationsYou have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationshipYour subject matter… more
- Fidelity TalentSource LLC (Durham, NC)
- …part of the core team responsible for designing and developing microservices which can service large volume of data and to be able to integrate with other ... build the modern data platforms and data access layer using service -oriented architecture principles.\u00A0The Expertise and Skills You BringExperience with variety… more
- Fidelity TalentSource LLC (Durham, NC)
- …part of the core team responsible for designing and developing microservices which can service large volume of data and to be able to integrate with other ... build the modern data platforms and data access layer using service -oriented architecture principles.\u00A0The Expertise and Skills You BringDegree in Computer… more
- Fidelity TalentSource LLC (Phoenix, AZ)
- …crossover relationships.\u00A0\u00A0The\u202FSkills\u202FYou Bring\u00A0Your demonstrated knowledge of brokerage , insurance, money management, estate planning, ... on the planning, execution, and investing needs of our premium service eligible participants.\u00A0You will recognize opportunities and position Fidelity PWIS… more
