Active Trader Services Representative

Job Description:

As a member of Fidelity s Active Trader Services team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships with Fidelity s most active and complex traders, and therefore have complex trading and service need. In this role, you will support the trading and non-trading needs and inquiries by these clients including the areas of equity and option trading, margin, trading platform & tool navigation, and risk management. You will help us to increase customer loyalty and drive business development opportunities.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.

The Expertise You Have

• Series 7 & 63 required; Series 4 preferred
• 2-3 years of previous financial services experience

The Skills You Bring

• Proven customer service, client support and problem resolution skills
• Expertise in equity and option trading, and margin
• Ability to master the Fidelity trading tools and teach clients how to use them
• Strong verbal and written communication skills
• Ability to effectively influence others
• Robust time management and organizational skills

The Value You Deliver

• Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
• Deliver efficient and responsive resolution for various client situations.
• Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client
• Collaborate with internal business partners to research and resolve complex client requests
• Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Certifications: Series 07 - FINRA, Series 63 - FINRA

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.

Associated topics: agente de servicio al cliente, answer, associate, client service, customer care specialist, customer service specialist, platform support, representante de servicio al cliente, telephone service representative, tsr