Active Trader Services Specialist
Soteria Reinsurance Ltd.
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Job summary
Fidelity Investments in Nashville is seeking a skilled Client Services professional to support active traders within the Active Trader Services team. You will guide clients through market activity, assist with securities transactions, and provide education to help investors make informed decisions.
The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and prior experience in financial services or trading support.
Qualifications
- Series 7 and Series 63 licenses are required.
- Experience in financial services, brokerage operations, trading support, or client services.
- Strong knowledge of financial markets, investment products, and trading regulations.
Responsibilities
- Guide active traders through market activity and securities transactions.
- Provide education and support to clients to help informed decisions.
- Explain complex trading concepts in a clear, client-friendly manner.
- Connect clients with trading tools, resources, and suitable solutions.
Skills
Job description
Fidelity Investments in Nashville is seeking a skilled Client Services professional to support active traders within the Active Trader Services team. You will guide clients through market activity, assist with securities transactions, and provide education to help investors make informed decisions.
The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and prior experience in financial services or trading support.
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