Associate Analyst Accounts and Commission Management
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support new institutional account setup and commission-management operations. You will review client documentation, onboard new business, administer commission programs, process invoices and statements, resolve issues, and assist with reporting and project work.
Requirements
- 1-3 years of brokerage operations experience
- Bachelor’s degree
- FINRA Series 7 and Series 63 licenses
- Microsoft Office proficiency
- Attention to detail
- Ability to multitask across systems
- Ability to resolve recurring problems independently
Responsibilities
- Assist with creating and maintaining new institutional accounts
- Onboard new business with client implementation
- Review client documentation and accurately enter information
- Administer the commission management program
- Manage vendor relations, invoice approvals, client statements, and issue resolution
- Support data aggregation vendors with invoices and trade information
- Assist with project work and reporting
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources