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Brokerage Settlement Support Representative III/Associate Analyst
Westlake, Texas, USA
·
On-site
·
Full-time
·
5d ago
Job Description:
Job Title
Associate Analyst, Settlement Support- International Settlements is responsible for ensuring the accurate and timely settlement of foreign Equity, Fixed Income and foreign currency transactions across 53 foreign markets.
The Team
The International Settlements team works with many groups across all of Fidelity’s operations, including our own team in Dublin, as well as various types of customers (Institutions and private clients) as well as other broker dealers and foreign banks around the world. We work to reduce the risk associated with failed trades, to resolve out of balances with our custodian and complete transfer of asset transactions on behalf of our customers.
The Expertise You Have
- Experience in customer service a plus, financial service experience also a plus, but not required.
- College degree recommended, but not required.
The Skills You Bring
- 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
The Value You Deliver
- 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.
Company Overview:
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Certifications:
Category:
Brokerage Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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About Fidelity

Fidelity
BootstrappedFidelity Land Development specializes in land acquisition, development, management, maintenance and leasing services.
1-50
Employees
Chatham
Headquarters
Reviews
3.5
4 reviews
Work Life Balance
2.0
Compensation
2.5
Culture
1.8
Career
2.5
Management
1.5
15%
Recommend to a Friend
Pros
Benefits continuation during leave
Structured career path
Certification support
Cons
Poor management practices
Inadequate communication
Heavy micromanagement
Salary Ranges
40 data points
Mid/L4
Mid/L4 · Business Analyst
1 reports
$106,987
total / year
Base
$93,032
Stock
-
Bonus
-
$106,987
$106,987
Interview Experience
6 interviews
Difficulty
3.2
/ 5
Duration
14-28 weeks
Experience
Positive 0%
Neutral 67%
Negative 33%
Interview Process
1
Phone Interview
2
Video Interview
3
Offer
4
Background Check
5
Fingerprinting
6
Drug Test
Common Questions
Customer service scenarios
Financial services knowledge
Behavioral questions
Technical cybersecurity concepts
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