Fidelity Bank · 17 hours ago
Brokerage Settlement Support Representative III/Associate Analyst
Westlake, TX
Full-time
Hybrid
New Grad, Entry LevelFidelity Bank is focused on making financial expertise accessible and effective. The Associate Analyst, Settlement Support is responsible for ensuring accurate and timely settlement of foreign equity, fixed income, and currency transactions across various markets while collaborating with multiple teams and clients.
Customer ServiceFinanceBankingCrypto & Web3Property & Casualty InsuranceBitcoinFinancial ServicesInsuranceWealth Management
Responsibilities
Effectively handling written and telephone inquiries from internal Fidelity business partners, Correspondent firms and other Financial Services
Ensuring the timely and accurate settlement of trade and transfer obligations in a fast paced, deadline driven environment
Seeking out opportunities to improve processes making the delivery of client service more efficient and effective
Qualification
Required
Detail oriented with exceptional quality and productivity
Team player with capability to help maintain a positive work environment
Strong analytical and decision-making skills
Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
Strong verbal and written interaction skills
Preferred
Experience in customer service a plus, financial service experience also a plus, but not required
College degree recommended, but not required
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase