Veritude is hiring a Performance Reporting Brokerage Operations Representative I for Fidelity Investments. This position is based in Jersey City, NJ.
Fidelity Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional businesses through innovation, dedication and commitment to excellence. With seven operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. The Performance Reporting Operations Service Representative role will primarily consist of completing rate of return analysis through outlier review and exception processing. The associate will be expected to provide exceptional service to our Retail, IWS, FILI and PAS customers. The individual selected for this role should be versed with brokerage knowledge, have strong analytical skills and be able to assist clients with performance reporting related questions.
Passion for service with strong client-focus and the ability to provide a superior level of service
Excellent analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guideline
Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
Collaborative and relational work style with proven success in a team environment
Excellent communication and interpersonal skills, especially the ability to listen and to explain complicated subjects
Intermediate to advanced technical skills, with the ability to utilize multiple applications at one time.
Understand and communicate complex return calculations
Resolve clients' inquiries via telephone and XTRAC
Ability to work a flexible shift, which may include late night hours, or weekend hours
Support performance reporting for Fidelity s retail customers who encompass Private Client Group, Active Traders, Premium, Portfolio Advisory Services (PAS), Fidelity Personalized Portfolio (FPP) and Family Office customers.
Research and resolve daily exceptions generated from the CALIPER performance engine.
Review and assess the impact of rejected transactions and unvalued transactions from the CALIPER performance engine.
Analyze and validate monthly and quarterly time weighted and money weighted returns.
Analyze and validate 1, 3, 5, 10 years, since inception annualized and cumulative returns, and composite returns.
Review current processes, identify system deficiencies and recommend ways to streamline the process to make it more efficient. Focus on automating the process to reduce the manual effort involved.
Research and resolve customer inquiries received.
Employ OSG Guiding principles with a focus on World Class Service.
Education and Experience
Financial and customer service experience is highly preferred
Bachelor's degree in business, marketing, finance or management or equivalent and related work experience is required.
Knowledge of financial services industry
0-2 years of experience
Skills and Knowledge
Ability to multitask
Expertise with problem resolution
Ability to identify and implement process improvement opportunities focus on innovation
Track record for achieving results with an analytical approach and problem solving skills
Computer Skills (Microsoft Office Access Experience a plus)
Excellent interpersonal skills with a professional approach through all communication methods and the ability to collaborate, communicate effectively and assertively with internal and external stakeholders.
Must be detailed oriented, organized and have the ability to work independently and as part of a team in a fast paced and deadline driven environment.
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.