Active Trader Services Specialist

Soteria Reinsurance Ltd.

Kansas City, Northern (MO, KY)

Hybrid

USD 55,000 - 85,000

Full time

6 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Fidelity Investments is seeking a professional to support highly active traders within the Active Trader Services team. You will guide clients through market activity, educate on trading products, and resolve inquiries to help them invest confidently.

Strong licenses and industry knowledge are essential. You will identify opportunities to connect clients with trading tools and solutions while building long-term relationships in a fast-paced environment.

Qualifications

Series 7 license required.
Series 63 license required.
Series 4 license preferred.
Experience in financial services, brokerage operations, trading support, client services, or related field.
Knowledge of financial markets, investment products, securities trading, and industry regulations.
Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.
Strong communication skills to explain trading and investment concepts clearly.
Ability to identify client needs, deliver personalized solutions, and build long-term relationships.
Attention to detail and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

Guide active traders through market activity, securities transactions, and trading-related questions.
Build trusted relationships through inbound client interactions, providing education and support for informed decisions.
Identify opportunities to connect clients with trading tools, resources, and solutions that fit investing needs.
Collaborate with Fidelity's Client Services Brokerage team to deliver exceptional client experiences.