Posted 15 days ago
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**Senior Representative, Alternative Investments - Inbound PH Support** Manage daily inbound calls (~60/day) from clients, resolving issues within tight deadlines. Maintain adherence to internal guidelines while building strong client relationships. Requires prior brokerage ops (2+ yrs) or related experience (5+ yrs), and customer service experience preferred. Strong interpersonal, organizational, and communication skills essential. College degree preferred. Full-time onsite role with competitive salary ($44K-80K) and comprehensive benefits. Apply now.
- Compensation
- $44,000 – $80,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Senior Representative, Alternative Investments - Service
The Role
The Alternative Investment Associate is a critical member of the OSG organization. In this role you will be on the phone taking approximately 40-60 inbound calls daily from clients roughly 95% of the day dealing with a range of issues for our customers. The associate will be managing multiple client requests/issues that must be completed within a tight timeframe. The associate will be responsible for monitoring customer adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries on a variety of alternative investment issues.
The Expertise and Skills You Bring
- 2+ years of brokerage operations experience or 5+ years related work experience preferred
- Customer Service experience preferred
- Alternative Investments experience is a major plus
- College degree preferred
- You will possess excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best service experience
- You will identify the clients needs, clarify information, research every issue, and offer the best solutions and/or alternatives available
- Your strong organizational and time-management skills and ability to prioritize decisions in a fast-moving environment
- Your ability to take initiatives to work on adhoc projects when required
- Your ability to work and build strong relationships across different teams within the organization
- Handling inbound phone calls and emails from clients and assisting them with inquiries regarding AI Products
- Identifying clients needs; clarifying information provided; researching their issues and providing appropriate solutions or alternatives to solve their queries
- Providing clear and concise communication to internal and external business partners
- Creating lifetime relationships and playing a meaningful role in the customer experience
- Processing alternative investment transactions as required
- Tracking and monitoring outstanding issues and providing timely updates to clients
The Team
Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication, and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands over the counter, listed equities, options, bonds, and mutual fund transactions daily.
An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and is not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, transactions, reconciliation, and servicing requests.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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 Fidelitys 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:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. 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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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