Client Service Specialist

Job Description:

The Role
 

Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, pricing, trading, mergers, and acquisitions? Then you are ideal candidate for one of Fidelity’s most exciting and dynamic teams!

Our goal is to hire YOU, the curious and growth-minded individual, who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your professional competence and build your professional brand. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic – these are must haves! Classes start soon. If you are driven by curiosity, mission and fascinated by the world of finance; then become part this team!

The Expertise And Skills You Bring

• You will Analyze industry problems that may include – Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.

• You will Apply various technologies to assist our customers with a range of needs – basic and sophisticated

• You will Engage with customers and business partners through multiple channels – phone, email, and instant messaging

• You will Envision and execute bold ideas to attract and retain the next generation of customers

• You will Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership

• Customer Service or Problem-Solving experience preferred

• College Degree or equivalent work experience preferred

• A desire for continuous growth and learning about the financial services industry required

• Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day

• Self-starter and comfortable working independently when needed

• Excellent written and verbal communications skills

• Proven technical knowledge and strong problem-solving skills

• Ability to contribute ideas as well as influence and execute them in a team environment

• Ability to lean into change while multi-tasking in a remote and multifaceted financial services center

• Growth Mindset and an appetite for endless learning

• FINRA Licenses are preferred but not required.

The Team

As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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.

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.

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