Brokerage Operations Specialist - Fidelity Resume Program at reacHIRE

Westlake, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

0.0

Posted On

05 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication Skills, Problem Solving, Analytical Skills, Time Management, Organization Navigation, Networking Skills, Microsoft Office Proficiency

Industry

Human Resources Services

Description

Overview Making a decision to return to work can be exciting and scary all at the same time. We get it 100% - many of us at reacHIRE are returners, too!! And, we believe meaningful relationships formed along the way back to work should be built on communication and trust. Which is why our team of Program Managers are here to listen to your unique story and help you take the best next steps toward your next opportunity. We are excited to partner with Fidelity Investments for a 6-month return-to-work program starting in May 2026. If you are a professional returning to work after a 2+ year career break or worked in part time or independent contractor roles, this could be the perfect opportunity! reacHIRE is invested in helping professionals return with confidence; providing the resources and support needed via Program Managers who will help guide and navigate the entire process alongside you. We know the confidence gap and imposter syndrome can get in the way of meeting amazing Returners, so please don’t hesitate to apply - we’d love to hear from you. *Please note that this is a hybrid role and we are unable to consider candidates who would need to relocate for the program. Responsibilities Overview: The Brokerage Operations Specialist is designed to manage and optimize the volume of tasks across various XTRAC queues. This involves forecasting, strategic and tactical planning, and real-time adjustments to ensure optimal execution and results. The role requires deep functional and technical knowledge, coordinated efforts, and effective communication to balance client experience, associate experience, and business results. What You’ll Contribute Day-to-Day: Create daily schedules for associates based on forecasted volumes, current backlogs, and associate skills. Include non-processing activities like coaching, meetings, and training. Make adjustments for changes due to associate absences, ad hoc meetings, market events, firmwide activities, and business partner requests. Monitor and escalate multi-user technology issues impacting work performance. Collaborate with CC Ops, Techworks, etc., for timely resolution and maintain system access for associates. Aid in setting direction for projects, initiatives, and changes to processing procedures. Utilize technical understanding of Brokerage Ops queues, processes, and procedures. Adjust established plans based on real-time conditions and make managerial decisions in the absence of Team Leaders or in collaboration with them. Participate in decisions impacting staffing, schedules, workflows, policies/procedures, and training needs. Monitor and adjust system access as required. Qualifications You'll Be A Great Fit If you Have: 5+ years of industry experience 5+ years of customer service experience Bachelor’s degree or equivalent work experience Strong written, verbal and interpersonal communication skills Strong customer service attitude Broad systems knowledge Ability to work with minimal supervision Strong networking skills Problem solving/ analytical skills Organization navigation skills Effective time management Strong understanding of PI workflow Proficiency with Microsoft Office About reacHIRE reacHIRE is changing the trajectory for individuals in the workplace by partnering with forward-thinking companies. reacHIRE believes a career break shouldn't be a career breaker. At the end of the program, you may be eligible for full-time or extended contracting work, but it is not guaranteed. Either way, you’ll become part of the reacHIRE team, join with a cohort of fellow Returners, and we will provide 360-degree support via Aurora, along with a dedicated Program Manager to ensure your success every step of your journey back to work! Our return-to-work program participants come from all walks of life, and so do we. At reacHIRE, the sum of our individual differences, life experiences, and self-expression is what makes us great. Be you and reach higher! Please note: reacHIRE will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. For assistance with your application please contact: Sarah White at swhite@reachire.com. reacHIRE is unable to sponsor program participants for the duration of our return-to-work programs. What’s great about working at Fidelity Investments? At Fidelity, we are passionate about 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Responsibilities

The Brokerage Operations Specialist manages and optimizes tasks across various XTRAC queues, involving forecasting and planning. The role requires effective communication and coordination to balance client experience and business results.