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Brokerage Operations Representative Jobs (NOW HIRING)

Hines

Operations Representative

Houston, TX · On-site

Responsibilities As an Operations Representative with you Hines, you are responsible for supporting ... Serve as an operational contact for financial professionals, broker-dealers, custodians, qualified ...

Hines

Operations Representative

Houston, TX · On-site

Responsibilities As an Operations Representative with you Hines, you are responsible for supporting ... Serve as an operational contact for financial professionals, broker-dealers, custodians, qualified ...

Hines

Operations Representative

Houston, TX

Responsibilities As an Operations Representative with you Hines, you are responsible for supporting ... Serve as an operational contact for financial professionals, broker-dealers, custodians, qualified ...

Hines

Operations Representative

Houston, TX · On-site

As an Operations Representative with you Hines, you are responsible for supporting the operational ... Serve as an operational contact for financial professionals, broker-dealers, custodians, qualified ...

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How much do brokerage operations representative jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for brokerage operations representative in the United States is $21.30, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $24.28 per hour, depending on experience, location, and employer.

What does a brokerage operations representative do?

A Brokerage Operations Representative is responsible for supporting the day-to-day operations of a brokerage firm. Their main duties include processing trade transactions, ensuring regulatory compliance, reconciling accounts, and assisting clients with account-related inquiries. They play a critical role in making sure all trades and settlements are executed smoothly and accurately, minimizing errors and risks. Additionally, they may liaise with other departments to resolve issues and improve operational efficiency.

What are the key skills and qualifications needed to thrive as a brokerage operations representative?

To thrive as a Brokerage Operations Representative, you need a solid understanding of financial markets, securities processing, and operational procedures, often supported by a bachelor's degree in finance or related fields. Familiarity with brokerage platforms, trade settlement systems, and regulatory compliance tools such as Bloomberg or DTCC is typically required. Strong attention to detail, problem-solving abilities, and effective communication are critical soft skills for handling transactions and client inquiries. These skills ensure accurate, efficient processing and regulatory compliance, which are vital for maintaining trust and smooth operations in brokerage environments.

What are some common challenges faced by brokerage operations representatives, and how can they be navigated?

Brokerage Operations Representatives often encounter challenges such as managing high transaction volumes, ensuring compliance with regulatory requirements, and resolving discrepancies in trade settlements. Staying organized, maintaining attention to detail, and proactively communicating with team members and external partners are key strategies for addressing these obstacles. Utilizing up-to-date financial software and participating in ongoing training can also help representatives keep pace with industry changes and deliver accurate, timely service.

What is the difference between Brokerage Operations Representative vs Brokerage Associate?

AspectBrokerage Operations RepresentativeBrokerage Associate
Required CredentialsHigh school diploma or equivalent; some roles may require FINRA licensesHigh school diploma; some roles may require FINRA licenses or certifications
Work EnvironmentOffice setting, supporting operational functionsOffice environment, client-facing or support roles within brokerage firms
Employer & Industry UsageFinancial services firms, brokerage companiesBrokerage firms, financial institutions
Common Search & Comparison IntentUnderstanding operational roles in brokeragesEntry-level or support roles in brokerage firms

The Brokerage Operations Representative primarily handles operational tasks such as trade processing, account maintenance, and compliance support within brokerage firms. The Brokerage Associate often performs similar functions but may also have client interaction responsibilities. Both roles require similar credentials and work environments, making them closely related in the financial services industry.

What is a brokerage operations representative?

A brokerage operations representative is responsible for supporting the daily functions of a brokerage firm, including processing transactions, ensuring compliance, and maintaining client accounts. They often work with trading platforms, financial data, and may require knowledge of industry regulations and strong organizational skills.
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What states have the most Brokerage Operations Representative jobs?

States with the most job openings for Brokerage Operations Representative jobs include:

What job categories do people searching Brokerage Operations Representative jobs look for?

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Brokerage Operations Representative jobs near you
Infographic showing various Brokerage Operations Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $44,307 per year, or $21.3 per hour.

Brokerage Operations Representative

Fidelity TalentSource

Latonia, KY • On-site

Other

Posted yesterday

New

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Representative to work in Covington KY!
The Expertise We're Looking For

  • Bachelor's degree or equivalent work experience.
  • Financial services experience helpful and preferred.
  • 1-2 years of experience in transaction processing, data entry, or customer service environment.
The Purpose of Your Role
The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts, initiating transfers of assets into the firm, and all account-related features. Following established processing procedures, you will complete client requests received through various business channels. You will not be responsible for handling inbound or outbound phone calls.
The Skills You Bring
  • Outstanding ability to use your time optimally and are well organized
  • Keen attention for detail with a strong analytical ability
  • Detect high risk situations or problems and exercise your best judgement to react appropriately
  • Robust verbal and written communication skills, and interpersonal skills
  • Strong work ethic and ability to work in a fast-paced environment to meet strict processing timeframes
  • Ability to be flexible and adapt to new changes
  • Proficiency to receive and implement feedback in a prompt, professional manner
The Value You Deliver
  • Providing outstanding customer service to new and existing Fidelity shareholders, you will accurately establish, update brokerage accounts and related features, and process incoming transfer of asset requests.
  • Analyzing account applications and establishing various brokerage accounts accurately and expeditiously while utilizing multiple systems.
  • Committed to initiating problem resolution procedures for items not in good order including sending out correspondence directly to clients.
  • Dedication to participating in various projects and process improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedure.
  • Crafting methods to ensure consistency and making recommendations to streamline procedures.
  • Building meaningful relationships by collaborating with business partners and external customers via both email and phone when appropriate.

How Your Work Impacts the Organization
The Brokerage Operations organization is comprised of several middle office functions that support Fidelity's Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.
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.
Company Overview
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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity's Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity's regional and investor center locations. Our mission is to help you experience Fidelity's diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity's long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.

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