Brokerage Operations Specialist - Fidelity Resume Program jobs in United States
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reacHIRE · 6 days ago

Brokerage Operations Specialist - Fidelity Resume Program

reacHIRE is partnering with Fidelity Investments to offer a return-to-work program for professionals. The Brokerage Operations Specialist role focuses on managing and optimizing tasks across various queues, requiring strategic planning and effective communication to enhance client and associate experiences.

ConsultingHuman ResourcesRecruitingStaffing Agency
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Growth Opportunities
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Responsibilities

Create daily schedules for associates based on forecasted volumes, current backlogs, and associate skills. Include non-processing activities like coaching, meetings, and training
Make adjustments for changes due to associate absences, ad hoc meetings, market events, firmwide activities, and business partner requests
Monitor and escalate multi-user technology issues impacting work performance. Collaborate with CC Ops, Techworks, etc., for timely resolution and maintain system access for associates
Aid in setting direction for projects, initiatives, and changes to processing procedures. Utilize technical understanding of Brokerage Ops queues, processes, and procedures
Adjust established plans based on real-time conditions and make managerial decisions in the absence of Team Leaders or in collaboration with them
Participate in decisions impacting staffing, schedules, workflows, policies/procedures, and training needs
Monitor and adjust system access as required

Qualification

Brokerage Operations knowledgeCustomer service experienceProblem solving skillsMicrosoft Office proficiencyEffective communicationNetworking skillsOrganizational navigationTime managementWork independently

Required

5+ years of industry experience
5+ years of customer service experience
Bachelor's degree or equivalent work experience
Strong written, verbal and interpersonal communication skills
Strong customer service attitude
Broad systems knowledge
Ability to work with minimal supervision
Strong networking skills
Problem solving/ analytical skills
Organization navigation skills
Effective time management
Strong understanding of PI workflow
Proficiency with Microsoft Office

Benefits

ReacHIRE will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process.

Company

reacHIRE

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reacHIRE was formed by passionate women who are dedicated to bringing exceptional female talent

Funding

Current Stage
Growth Stage
Total Funding
$2.5M
2016-06-06Series Unknown· $2.5M

Leadership Team

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Addie Swartz
CEO
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Company data provided by crunchbase