Jobs › Companies › Fidelity Investments › Senior Representative, Client Experience

Sobre este puesto de Senior Representative, Client Experience en Fidelity Investments

Fidelity Investments · Presencial · Westlake, TX

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as Transfers of Assets, 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!


Note: Fidelity will not provide immigration sponsorship for this position.


The Experience And Skills You Bring

  • You will Analyze industry problems that may include – Transfers of Assets, 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. 

 

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.

¿Listo para postularte en Fidelity Investments?
Postúlate en Fidelity Investments

Sobre 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 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 participat

Ver todos los empleos en Fidelity Investments →

Empleos similares

Fidelity Investments
Lead Java Fullstack Developer
Fidelity Investments
⚡ Postúlate pronto Bangalore, Karnataka Presencial
● Nuevo 👁 Visto ✓ Postulado hace 11h
Fidelity Investments
Software engineer
Fidelity Investments
⚡ Postúlate pronto Bangalore, Karnataka Presencial
● Nuevo 👁 Visto ✓ Postulado hace 11h
Fidelity Investments
Lead Data Analyst
Fidelity Investments
⚡ Postúlate pronto Bangalore, Karnataka Presencial
● Nuevo 👁 Visto ✓ Postulado hace 11h
Fidelity Investments
Lead Systems Engineer
Fidelity Investments
⚡ Postúlate pronto EMBASSY MANYATA BUSINESS PARK,... Presencial
● Nuevo 👁 Visto ✓ Postulado hace 11h
Fidelity Investments
VP, Advanced Planning
Fidelity Investments
⚡ Postúlate pronto Dallas, TX Presencial $118,000–$226,000
● Nuevo 👁 Visto ✓ Postulado hace 1d
Fidelity Investments
Senior Data Engineer | Real-Time Data Platforms, Snowflake & AWS | Galway onsite |
Fidelity Investments
⚡ Postúlate pronto Galway, Ireland Presencial
● Nuevo 👁 Visto ✓ Postulado hace 1d
Fidelity Investments
Senior Associate, Financial Solutions
Fidelity Investments
⚡ Postúlate pronto Boston, MA Presencial $103,000–$211,000
● Nuevo 👁 Visto ✓ Postulado hace 3d
Fidelity Investments
Senior Manager, Implementation Project Manager - Wealth Client Experience
Fidelity Investments
⚡ Postúlate pronto 245 Summer St, Boston MA Presencial $79,000–$153,000
● Nuevo 👁 Visto ✓ Postulado hace 3d
Fidelity Investments
Principal Systems Analyst
Fidelity Investments
⚡ Postúlate pronto Durham, NC Presencial
● Nuevo 👁 Visto ✓ Postulado hace 3d

Regístrate para recibir sugerencias adaptadas a los empleos que abres y las búsquedas que guardas.

Más empleos en Fidelity Investments

Ver todos los empleos en Fidelity Investments →

Postúlate ahora
🤖

Un momento — para

JobsRadar se creó para personas reales que están pasando un mal momento en su búsqueda de empleo — no para solicitudes automatizadas. Estás haciendo clic demasiado rápido y ahora estás bloqueado temporalmente.

Vuelve más tarde. Si de verdad estás buscando empleo, cuentas con nosotros — solo compórtate como una persona.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Toma ventaja en tu búsqueda de empleo.

Únete a nuestro canal de Telegram para lo que te ayuda a conseguir el puesto — referencias salariales, el pulso semanal del mercado y avisos de nuevas funciones. Sin spam, solo señal.

Únete al canal — es gratis