Active Trader Support Specialist

Soteria Reinsurance Ltd.; Columbus (OH); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Fidelity is seeking a skilled Client Services professional to support some of its most active traders. You will guide clients through market activity, helping with securities transactions and trading-related questions, while educating on available tools and resources.

The role relies on strong knowledge of financial markets, investment products, and industry regulations, with a focus on clear communication and building long-term relationships in a fast-paced environment.

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, client services, or a 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 investment products.
• Strong communication skills with the ability to explain complex trading and investment concepts in a clear and client-friendly manner.
• Demonstrated ability to identify client needs, deliver personalized solutions, and build long-term relationships.
• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Guide some of Fidelity's most active and sophisticated traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships throughInbound client interactions, providing education and support for informed decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
• Serve as a trusted connection between clients and a broad range of investment products, services, and financial solutions.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Trading support

Client services

Communication skills

Job description

Fidelity is seeking a skilled Client Services professional to support some of its most active traders. You will guide clients through market activity, helping with securities transactions and trading-related questions, while educating on available tools and resources.

The role relies on strong knowledge of financial markets, investment products, and industry regulations, with a focus on clear communication and building long-term relationships in a fast-paced environment.