Active Trader Services – Trading Support Specialist

Fidelity Investments Inc.; Crescent Springs (KY); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a role within the Client Services Brokerage team to support active traders by guiding them through market activity, executing and explaining trades, and answering trading-related inquiries.

You will build strong client relationships, identify needs, and connect clients with appropriate trading tools and resources to meet their investing goals in a fast-paced environment. Onsite working model is in effect across regions and roles.

Qualifications

• Active Trader Services role requires Series 7 and Series 63 licenses, Series 4 preferred.
• Experience in financial services, brokerage operations, trading support, or client services.
• Ability to explain complex trading concepts clearly to clients.
• Strong attention to detail and multitasking in a fast-paced environment.

Responsibilities

• Guide active and sophisticated traders through market activity and trading-related questions.
• Provide education and support to help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools and resources.
• Build trusted relationships through inbound client interactions and tailored solutions.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Client services

Regulatory knowledge

Strong communication

Tools

Trading platforms

Job description

Fidelity Investments is seeking a role within the Client Services Brokerage team to support active traders by guiding them through market activity, executing and explaining trades, and answering trading-related inquiries.

You will build strong client relationships, identify needs, and connect clients with appropriate trading tools and resources to meet their investing goals in a fast-paced environment. Onsite working model is in effect across regions and roles.