Active Trader Client Support Specialist

Fidelity Investments Inc.; Indiana (PA); Remote; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a trades support professional within the Active Trader Services team. You will assist active traders, guiding them through market activity and transactions while delivering education and support to help clients make informed investment choices.

Role requires strong knowledge of financial markets, trading products, and regulatory requirements, with emphasis on clear, client-friendly communication and building long-term relationships.

Qualifications

• License requirements: Series 7 and Series 63 are required; Series 4 preferred.
• Experience in financial services, brokerage operations, trading support, client services, or related fields.
• Knowledge of financial markets, investment products, securities trading, and regulations.

Responsibilities

• Guide active traders through market activity and trading-related inquiries.
• Educate clients and provide support to help informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources and solutions.
• Build trusted relationships through inbound client interactions and personalized service.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial markets knowledge

Strong communication skills

Relationship-building

Detail-oriented

Job description

Fidelity Investments Inc. is seeking a trades support professional within the Active Trader Services team. You will assist active traders, guiding them through market activity and transactions while delivering education and support to help clients make informed investment choices.

Role requires strong knowledge of financial markets, trading products, and regulatory requirements, with emphasis on clear, client-friendly communication and building long-term relationships.