AddressJob Type: Permanent Application Deadline: 13 May 2024
Title Senior Associate / Process Specialist
Department Brokerage Operations - Stock Plan Services
Location Kingswood, Surrey
Reports To Manager - Brokerage Operations
Level 3
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Brokerage team and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About your team
Brokerage Operations, as part of the Brokerage Hub, is responsible for asset servicing and administration of Brokerage holdings on Fidelity’s Retail Investment Platform. Functional responsibilities are split into five areas: 1) Trade Operations for trade & settlement; 2) Corporate Actions for corporate events and dividends; 3) Stock Deposits for the transfer of certificated holdings, 4) Stock Plan Services (SPS) for related activities and processing; and 5) Controls for oversight of regulatory reporting and other controls across the team.
About your role
This Senior Associate/Process Specialist role will focus on the support of Stock Plan Services and requires the role holder to become a Subject Matter Expert and key contact across Operations. This will be achieved by gaining a detailed knowledge of Fidelity’s offering and its impact on the Brokerage team and other Operational areas, as well as assuming responsibility for daily BAU activities such as:
- Completing daily controls via reports and other checks in accordance with procedures
- Assisting SMEs across operations with SPS queries and actively raising awareness through training and informational sessions
- Managing and supporting operational readiness tasks ahead of the onboarding of Sponsors and disseminating relevant information to impacted operational areas
- Working closely with all SPS Product owner, supporting award distributions and settlement processes
- Working with customer support teams at Fidelity Investments to provide a seamless customer experience across companies
About you
You will :
- have experience working in an operational or client servicing team ideally within a brokerage environment
- Can demonstrate a strong sense of ownership in your day to day tasks, seeing things through to completion and delivering the best outcome for your clients
- are a strong and effective communicator including stakeholder and customer management
- are a Self-starter with a dynamic “can do” attitude with a strong desire to make things happen
- can be flexible, adaptable, and able to re-prioritise and organise effectively
- have the ability to “think on your feet” and develop innovative and effective solutions
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
