Brokerage Operations Representative

Brokerage Operations Representative

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Representative to work in Westlake, TX.

The Role

The Brokerage Operations Representative will be responsible for learning and supporting the customer experience for various processes within OSG Tax.

The Expertise and Skills You Bring

• Bachelor of Science in Business or Finance or equivalent work experience
• Knowledge of tax filing requirements, IRS forms, and related concepts
• Complex problem resolution skills
• Financial services, tax and/or operations experience preferred
• You have MS Excel, data analytics and problem-solving skills
• Your strong attention to detail and accuracy
• Your ability to innovate and complete processes
• You can prioritize multiple tasks, consistently deliver business solutions and work independently

The Team

The OSG Tax Operations team is committed to delivering an outstanding tax experience for Fidelity clients. The team is responsible for performing key processes that support the financial and tax service needs of our clients. Additionally, this team plays a significant role in shaping the future of tax operations.

Company Overview

Fidelity TalentSource is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s supportive and collaborative culture while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. Apply today at FTSJobs.com.
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 TalentSource 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 our HR team at HR@ ftsjobs.com.

Information about Fidelity Investments

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

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