Fidelity Bank ยท 3 weeks ago
Brokerage Settlement Support Representative III - Institutional and Retail Operations
Westlake, TX
Full-time
Hybrid
Mid Level
3+ years expFidelity Bank is seeking a Senior Representative for Brokerage Operations to deliver world-class service to clients by ensuring timely and accurate settlement of trade and transfer obligations. The role involves working with various internal and external systems to resolve DTCC related transactions and exceptions.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Settling their trade and transfer obligations timely and accurately
Adhering to policies, procedures, and regulatory guidelines
Utilizing internal as well as external systems
Partnering with various departments to settle DTCC related transactions
Reviewing and processing exceptions and other tasks associated with DTCC Settlements
Qualification
Required
3+ years of DTCC Settlement systems (Settlement Web; DTCC Portal; etc.) experience required
Understanding of industry regulations
Attention to details while being efficient and effective
Ability to communicate effectively with internal and external business partners
Highly motivated with the ability to complete assigned tasks in a timely and accurate manner
Ability to work effectively in a team-oriented environment
Preferred
College degree preferred
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase