Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
SF
Hybrid Senior Representative, Alternative Investments
Posted 10 minutes ago
About the role
- Alternative Investment Service Associate processing client transactions for Fidelity's Institutional Products Group. Ensuring adherence to internal guidelines and building strong client relationships.
Responsibilities
- Process alternative investment subscription, redemption and transfer transactions
- Meet transaction processing deadlines
- Ensure alternative investment policy and procedures are followed and paperwork requirements are met
- Problem resolution
- Provide clear and concise communication to internal and external business partners
- Track and monitor outstanding issues and provide timely updates
Requirements
- College degree preferred
- Prior experience with the alternative investment product is preferred
- 2+ years brokerage operations experience, or 5+ work related experience is preferred
- Mutual fund operations experience will be considered in lieu of alternative investment experience.
Benefits
- comprehensive health care coverage
- emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment
- tuition reimbursement
- learning resources to develop your career
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