Active Trader Services Specialist

Soteria Reinsurance Ltd.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments in Pittsburgh is seeking a Client Services Trader Support Specialist to assist active traders with market activity, securities transactions, and trading-related questions, delivering education and guidance to help clients make informed decisions.

Candidates should hold Series 7 and 63 licenses (Series 4 preferred), have strong knowledge of financial markets and regulations, and be able to explain complex concepts clearly while managing multiple priorities in a fast-paced

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.

Responsibilities

• Guide clients through market activity and securities transactions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.
• Maintain strong relationships with traders and internal teams.

Skills

Series 7 license

Series 63 license

Series 4 license (preferred)

Financial markets knowledge

Client services

Clear communication

Job description

Fidelity Investments in Pittsburgh is seeking a Client Services Trader Support Specialist to assist active traders with market activity, securities transactions, and trading-related questions, delivering education and guidance to help clients make informed decisions.

Candidates should hold Series 7 and 63 licenses (Series 4 preferred), have strong knowledge of financial markets and regulations, and be able to explain complex concepts clearly while managing multiple priorities in a fast-paced