Associate Analyst, Client Experience

Fidelity; Westlake (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity is seeking an Associate Analyst to grow in trading services and brokerage operations. This role offers exposure to order entry, settlements and allocations while collaborating with leadership and partners on strategic projects.

You will learn, analyze problems, and connect the dots for customers, teams, and partners in a customer-focused, ambitious environment. This onsite role emphasizes growth and problem solving within Fidelity’s brokerage ecosystem.

Qualifications

• 3+ years of financial industry or trade support experience
• College degree or equivalent work experience preferred

Responsibilities

• Analyze complex business needs across products, services, trends, data and advanced financial applications
• Apply your advanced skills daily and work closely with leadership and colleagues to identify significant areas of opportunity
• Engage with business partners across Fidelity and external market makers to resolve complex issues for top customers
• Envision and execute bold new strategies to improve the business through initiatives and projects
• Develop daily to prepare the business for the future through stretch assignments and varied work

Skills

White glove service

Team collaboration

Project coordination

Strategic thinking

Education

College degree or equivalent work experience

Tools

DTCC

Citi

Broadridge

FII

ICE

Thomson Reuters

Bloomberg

Wealthscape

FBSI

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Are you ready to take the next leap in your career? Have you been waiting for the chance to gain experience on strategic projects? Are you ready to grow your knowledge in advanced financial topics such as Order Entry, Settlements and Allocations? If you answered YES then you are the perfect candidate for Fidelity’s most exciting and dynamic roles as a Associate Analyst!

Our goal is to hire YOU, the curious and growth-minded individual, who is ready to immerse yourself in the complex world of Trading Services. Your mission: To learn, analyze problems and connect dots for business partners, customers, and your team. Your reward: To excel at providing award-winning service and problem solving every day for our customers. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic – these are must haves!

Note: Fidelity will not provide immigration sponsorship for this position.

The Experience And Skills You Bring

• You will Analyze complex business needs that will involve a large scope of products, services, trends, data and advanced financial applications
• You will Apply your advanced skills daily and work closely with leadership and colleagues to identify the most significant areas of opportunity for the business
• You will Engage with business partners across the broader Fidelity enterprise as wells as external market makers and work to resolve the most complex issues facing our top customers
• You will Envision and execute bold new strategies to improve the business through various initiatives and projects
• You will Develop every day to prepare the business for the future, advancing your career through variety of stretch assignments and work
• At least 3 years of financial industry or trade support experience required
• A 2 plus year commitment to become a subject matter expert is strongly preferred
• College degree or equivalent work experience preferred

• Ability to provide white glove service for our award-winning service organization and lean into complex situations for our top clients
• Strong willingness to assists team members and develop a wide network across Fidelity’s adjacent business units, including – Clearing, Custody, Client Management, OSG and PI
• Ability to coordinate projects and execute strategic work. Our core business goals are focused heavily on reducing inbound service volume, innovations to our digital training platform and growing our new Hybrid Work model
• Experience using financial industry tools such as DTCC, Citi, Broadridge, FII, ICE, Thomson Reuters, Bloomberg, Wealthscape and FBSI are a plus
• FINRA Licenses – Series 7, 9, 10, 24 and 99 are NOT required for the role, but can be held and supported by the business

The Team

As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Brokerage Operations

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.