Alternative Investment Representative III or IV

Fidelity Investments - Dallas, TX 75201 APPLY TO THIS JOB

Brokerage Operations Associate, Alternative Investments

The Alternative Investment Service Associate is a critical member of the OSG organization whose purpose as a client facing member of the team is to demonstrate a clear and competent understanding of the Alternative Investment department processes, and enhance the client experience by providing superior customer service.

The Expertise We’re Looking For
Willing and able to answer 40+ calls per day
Bachelor’s degree preferred (or equivalent experience).
2+ years of applicable brokerage operations and services experience.
Alternative Investment transaction servicing experience

The Purpose of Your Role

The Alternative Investments brokerage operations associate will be responsible for providing superior customer service, taking approximately 40-60 inbound calls daily that deal with a range of issues for our clients. In this role you will manage multiple client inquiries and requests that must be completed within a tight timeframe. The brokerage operations associate is also responsible for monitoring customer adherence to internal guidelines, in addition to building and maintaining strong relationships all while maintaining a high level of customer service. The associate will be expected to have the necessary expertise to respond to inquiries on a variety of alternative investment issues.

The Skills You Bring
An ability to provide superior customer service in all client interactions and own the client experience.
An ability to learn and understand concepts and procedures quickly.
An ability to adapt to change in a dynamic work environment.
Strong written and verbal communication skills
Strong problem solving, analytical and creative thinking skills.

Excellent time management skill along with the ability to coordinate testing efforts for new product additions.

An ability to influence.

The Value You Deliver
A consistent and superior client experience.
Accurate and timely responses to customer inquiries based on a solid understand of the business.
Analyze or review decision-related transactions and ensure compliance within the customer service and response framework.
Educate customers on alternative investment Policy & Procedures, paperwork requirements and online system navigation.
Identify process improvement opportunities.

Building relationships with internal and external business partners, including alternative investment sponsors, our clearing customers, our technology team and other OSG processing and service teams.

How Your Work Impacts the Organization

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 of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily.

Company Overview

At Fidelity, we are focused on 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Job: Operations

Primary Location: US-TX-Dallas

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Non-exempt

Travel: No

Dallas, Texas
Dallas, TX


Fidelity Investments

Dallas, Texas 75201

5/16/2018 5:43:03 AM