Client Service Specialist

Fidelity Investments Inc.; Westlake (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Fidelity Investments Inc. invites you to join its Brokerage Operations team as an Associate Analyst. You will learn and analyze complex financial needs, work with leadership to spot opportunities, and engage with partners and market makers to resolve challenging issues for top customers.

This role emphasizes growth, teamwork, and a proactive approach to industry trends, with a path toward subject matter expertise and enhanced client service skills within a dynamic, onsite environment.

Qualifications

• At least 3 years of financial industry or trade support experience.
• A 2+ year commitment to become a subject matter expert is strongly preferred.
• College degree or equivalent work experience preferred.

Responsibilities

• Analyze complex business needs across a large scope of products, services and data.
• Apply advanced skills daily and identify significant opportunities with leadership.
• Engage with Fidelity partners and external market makers to resolve complex issues for top customers.
• Envision and execute bold new strategies to improve the business through initiatives.
• Develop professionally through stretch assignments and ongoing learning.

Skills

Analyze

Apply

Engage

Envision

Develop

Education

College degree

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!

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.