Active Trader Support Specialist

Fidelity Investments Inc.; Columbus (OH); A distancia; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a Client Services Brokerage professional to support active traders with market activity, education, and timely answers. You will build trusted relationships through inbound interactions and help clients make informed investment decisions.

The role emphasizes knowledge of markets, trading products, and regulations, with a focus on clear explanations, multitasking, and delivering personalized solutions in a fast-paced environment.

Formación

• 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.
• Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other products.
• Strong communication to explain complex trading concepts clearly.
• Ability to identify client needs and deliver personalized solutions.
• Great attention to detail and ability to manage multiple priorities.

Responsabilidades

• Support active traders by guiding 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, resources, and solutions.
• Build trusted relationships through inbound client interactions.

Conocimientos

Series 7 license

Series 63 license

Series 4 license

Experience in financial services

Knowledge of financial markets

Trading support experience

Clear communication

Relationship building

Attention to detail

Descripción del empleo

Fidelity Investments Inc. is seeking a Client Services Brokerage professional to support active traders with market activity, education, and timely answers. You will build trusted relationships through inbound interactions and help clients make informed investment decisions.

The role emphasizes knowledge of markets, trading products, and regulations, with a focus on clear explanations, multitasking, and delivering personalized solutions in a fast-paced environment.