Active Trader Services Specialist

Fidelity; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity is seeking an experienced client services professional to support active traders in the Fidelity Active Trader Services team. You will guide clients through market activity, securities transactions, and trading-related questions, delivering education and support to help informed decisions.

You will build trusted relationships through inbound interactions, identify opportunities to connect clients with trading tools, resources, and solutions aligned with investing needs in a fast-paced

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services or trading support.
• Knowledge of markets, investment products, and regulations.
• Experience supporting trading in equities, options, mutual funds, fixed income, and margin.

Responsibilities

• Guide traders through market activity and transactions.
• Provide education and answers to trading questions.
• Build trusted relationships with clients.
• Identify opportunities to connect clients with tools and solutions.

Skills

Clear communication

Client relations

Attention to detail

Multitasking

Job description

Fidelity is seeking an experienced client services professional to support active traders in the Fidelity Active Trader Services team. You will guide clients through market activity, securities transactions, and trading-related questions, delivering education and support to help informed decisions.

You will build trusted relationships through inbound interactions, identify opportunities to connect clients with trading tools, resources, and solutions aligned with investing needs in a fast-paced