Active Trader Services Specialist

Soteria Reinsurance Ltd.; Miami, Northern (FL, KY); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Fidelity Investments in Florida is seeking an Onsite Client Services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions.

You will build trusted relationships, provide education, identify opportunities to connect clients with trading tools, and explain complex concepts in a clear, client-friendly manner.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, or related field.
• Knowledge of financial markets, investment products, securities trading, and regulations.
• Experience supporting trading activities including equities, options, mutual funds, fixed income, margin.
• Strong communication to explain complex concepts clearly to clients.
• Ability to identify client needs and build long-term relationships.
• Strong 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.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
• Build trusted relationships through inbound client interactions.
• Explain complex trading concepts in a clear, client-friendly manner.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services

Trading knowledge

Regulatory knowledge

Client communication

Relationship building

Attention to detail

Multitasking

Job description

Fidelity Investments in Florida is seeking an Onsite Client Services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions.

You will build trusted relationships, provide education, identify opportunities to connect clients with trading tools, and explain complex concepts in a clear, client-friendly manner.