Analyst, Brokerage Operations The Role This function specifically focuses on analyzing and ... The Team As a Money and Assets Movement Representative, you will be responsible for analyzing ...
Analyst, Brokerage Operations The Role This function specifically focuses on analyzing and ... The Team As a Money and Assets Movement Representative, you will be responsible for analyzing ...
The Team As a Money and Assets Movement Representative, you will be responsible for analyzing ... Category:Brokerage Operations Please be advised that Fidelity's business is governed by the ...
The Team As a Money and Assets Movement Representative, you will be responsible for analyzing ... Category:Brokerage Operations Please be advised that Fidelity's business is governed by the ...
... Brokerage Operations department functions and driving business growth of the department through ... Represent the department in corporate strategic initiatives as a key stakeholder. What roles will ...
... Brokerage Operations department functions and driving business growth of the department through ... Represent the department in corporate strategic initiatives as a key stakeholder. What roles will ...
... Brokerage Operations department functions and driving business growth of the department through ... Represent the department in corporate strategic initiatives as a key stakeholder. What roles will ...
... Brokerage Operations department functions and driving business growth of the department through ... Represent the department in corporate strategic initiatives as a key stakeholder. What roles will ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
... customs brokerage services, and dedicated warehousing/distribution centers. This position is ... Ensures compliance with all operational procedures and regulations. Schedules and monitors handling ...
... customs brokerage services, and dedicated warehousing/distribution centers. This position is ... Ensures compliance with all operational procedures and regulations. Schedules and monitors handling ...
... customs brokerage services, and dedicated warehousing/distribution centers. This position is ... Ensures compliance with all operational procedures and regulations. Schedules and monitors handling ...
... customs brokerage services, and dedicated warehousing/distribution centers. This position is ... Ensures compliance with all operational procedures and regulations. Schedules and monitors handling ...
... customs brokerage services, and dedicated warehousing/distribution centers. This position is ... Ensures compliance with all operational procedures and regulations. Schedules and monitors handling ...
... customs brokerage services, and dedicated warehousing/distribution centers. This position is ... Ensures compliance with all operational procedures and regulations. Schedules and monitors handling ...
The Client Services Operations representative provides support services for the Business' highest ... These duties include written and verbal communication with customers, brokers, and internal parties ...
The Client Services Operations representative provides support services for the Business' highest ... These duties include written and verbal communication with customers, brokers, and internal parties ...
The Client Services Operations representative provides support services for the Business' highest ... These duties include written and verbal communication with customers, brokers, and internal parties ...
The Client Services Operations representative provides support services for the Business' highest ... These duties include written and verbal communication with customers, brokers, and internal parties ...
Customer Operations Representative
Plano, TX · On-site
$22 - $23/hr
CUSTOMER OPERATIONS REPRESENTATIVE Text DELIVER to 88300 to apply or check out more jobs at www ... Previous freight brokerage experience preferred * Proven demonstration of commitment and work ethic ...
Customer Operations Representative
Plano, TX · On-site
$22 - $23/hr
CUSTOMER OPERATIONS REPRESENTATIVE Text DELIVER to 88300 to apply or check out more jobs at www ... Previous freight brokerage experience preferred * Proven demonstration of commitment and work ethic ...
Customer Operations Representative
$22 - $23/hr
CUSTOMER OPERATIONS REPRESENTATIVE Text DELIVER to 88300 to apply or check out more jobs at www ... Previous freight brokerage experience preferred * Proven demonstration of commitment and work ethic ...
Customer Operations Representative
$22 - $23/hr
CUSTOMER OPERATIONS REPRESENTATIVE Text DELIVER to 88300 to apply or check out more jobs at www ... Previous freight brokerage experience preferred * Proven demonstration of commitment and work ethic ...
CUSTOMER OPERATIONS REPRESENTATIVE Text DELIVER to 88300 to apply or check out more jobs at www ... Previous freight brokerage experience preferred * Proven demonstration of commitment and work ethic ...
CUSTOMER OPERATIONS REPRESENTATIVE Text DELIVER to 88300 to apply or check out more jobs at www ... Previous freight brokerage experience preferred * Proven demonstration of commitment and work ethic ...
Logistics Brokerage Account Manager
Plano, TX · On-site
$54K - $82K/yr
... operational improvement, and partner with internal teams to ensure customer expectations are ... Responsibilities Scope * Manage an assigned portfolio of brokerage customers representing ...
Logistics Brokerage Account Manager
Plano, TX · On-site
$54K - $82K/yr
... operational improvement, and partner with internal teams to ensure customer expectations are ... Responsibilities Scope * Manage an assigned portfolio of brokerage customers representing ...
Logistics Brokerage Account Manager
Plano, TX · On-site
$54K - $82K/yr
... operational improvement, and partner with internal teams to ensure customer expectations are ... ResponsibilitiesScope * Manage an assigned portfolio of brokerage customers representing ...
Logistics Brokerage Account Manager
Plano, TX · On-site
$54K - $82K/yr
... operational improvement, and partner with internal teams to ensure customer expectations are ... ResponsibilitiesScope * Manage an assigned portfolio of brokerage customers representing ...
Client Services Operations Rep
Houston, TX · On-site
$23/hr
The Client Services Operations representative provides support services for Client Business ... These duties include written and verbal communication with customers, brokers, and internal parties ...
Client Services Operations Rep
Houston, TX · On-site
$23/hr
The Client Services Operations representative provides support services for Client Business ... These duties include written and verbal communication with customers, brokers, and internal parties ...
Logistics Brokerage Account Manager
Plano, TX · On-site
$54K - $82K/yr
Responsibilities Scope * Manage an assigned portfolio of brokerage customers representing ... Collaborate closely with Brokerage Operations, Carrier Operations, Business Development, Pricing ...
Logistics Brokerage Account Manager
Plano, TX · On-site
$54K - $82K/yr
Responsibilities Scope * Manage an assigned portfolio of brokerage customers representing ... Collaborate closely with Brokerage Operations, Carrier Operations, Business Development, Pricing ...
Brokerage Operations Representative information
See Texas salary details
$10.75 - $12.46
4% of jobs
$12.46 - $14.17
7% of jobs
$15.85 is the 25th percentile. Wages below this are outliers.
$14.17 - $15.88
14% of jobs
$15.88 - $17.59
16% of jobs
The median wage is $18.50 / hr.
$17.59 - $19.30
17% of jobs
$19.30 - $21.01
11% of jobs
$21.90 is the 75th percentile. Wages above this are outliers.
$21.01 - $22.72
13% of jobs
$22.72 - $24.43
7% of jobs
$24.43 - $26.14
6% of jobs
$26.14 - $27.85
3% of jobs
$27.85 - $29.56
2% of jobs
$10
$19
$29
How much do brokerage operations representative jobs pay per hour?
As of Aug 24, 2026, the average hourly pay for brokerage operations representative in Texas is $19.85, according to ZipRecruiter salary data. Most workers in this role earn between $15.67 and $22.60 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?
| Aspect | Brokerage Operations Representative | Brokerage Associate |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require FINRA licenses | High school diploma; some roles may require FINRA licenses or certifications |
| Work Environment | Office setting, supporting operational functions | Office environment, client-facing or support roles within brokerage firms |
| Employer & Industry Usage | Financial services firms, brokerage companies | Brokerage firms, financial institutions |
| Common Search & Comparison Intent | Understanding operational roles in brokerages | Entry-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.
What are popular job titles related to Brokerage Operations Representative jobs in Texas?
For Brokerage Operations Representative jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Brokerage Operations Representative jobs in Texas look for?
The top searched job categories for Brokerage Operations Representative jobs in Texas are:
Fidelity Investments rating
8.7
Based on 272 frontline employees who took The Breakroom Quiz
16th of 151 rated financial services
Job description
Analyst, Brokerage Operations
The Role
This function specifically focuses on analyzing and processing transfer of assets delivery requests of mutual fund and brokerage accounts for several lines of business including Retail, Correspondent and Advisor customers. Within this role you will interact with many different groups in Fidelity and throughout the Financial Services industry.
Your responsibilities include:
- Meeting and maintaining minimum productivity level requirements
- Performing analysis on transactions to ensure all business requirements have been met
- Delivering quality work in every interaction through timely and accurate processing
- Handling written inquiries from internal business partners, correspondent firms and other financial services companies
- Prioritizing work effectively in a fast-paced environment to ensure multiple deadlines are met every day
- Fostering team collaboration and coaching teammates through constructive feedback
The Expertise and Skills You Bring
- Financial Services Operations experience
- Series 7 License required
- Bachelor's Degree preferred or equivalent experience
- 5+ years of brokerage operations experience required
- You possess strong analytical skills and are detail oriented
- You can manage your time effectively and independently within a dynamic team while meeting high performance standards
- You have excellent interpersonal skills with the ability to collaborate and communicate verbally and in writing with internal and external business partners
- You have the ability to take initiative and identify process improvement opportunities to create efficiencies within the department
- You demonstrate the ability to contribute and excel in a fast-paced, highly engaged, team-oriented environment, while maintaining a positive, open-minded attitude
- You have exceptional problem resolution skills with the ability to assess risk and interpret business requirements to deliver well-informed, effective solutions
- You bring proven experience in delivering constructive, actionable feedback that supports team development and fosters continuous improvement
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
As a Money and Assets Movement Representative, you will be responsible for analyzing Transfer Initiation Forms and initiating delivery transfers of a wide variety of asset types, including money, stocks, bonds and mutual funds. You will use multiple channels to deliver these assets, which include the Automated Customer Account Transfer System (ACATS) and the Depository Trust Company (DTC), among others. Some transactions will require you to interact and coordinate with our internal business partners as well as counterparts across the Financial Services industry.
The Transfer of Assets Deliveries department handles transfer out requests and written inquiries regarding these requests for all internal lines of businesses to ensure transactions are completed in a timely manner. The department focuses on delivering quality in every interaction with the end goal of helping our clients meet their financial needs.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Brokerage Operations
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.
What Fidelity Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fidelity
Sourced by ZipRecruiter