Elite Active Trader Services Specialist

Fidelity Investments; Atlanta (GA); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Fidelity Investments seeks a Client Services role within its Active Trader Services team in Atlanta. You will guide sophisticated traders through market activity, securities transactions, and questions, delivering education and support to help clients make informed investment decisions.

The role requires strong market knowledge, FINRA licenses, and the ability to simplify complex concepts, while connecting clients with tools and solutions aligned to their investing needs. Onsite, full-time role.

Qualifikationen

• Series 7, 63 licenses required; Series 4 preferred.
• Experience in financial services, brokerage ops, trading support, or client services.
• Knowledge of financial markets, investment products, securities trading, and regulations.

Aufgaben

• Support active traders through market activity and trading questions.
• Guide clients with education and support for informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions.
• Explain complex trading concepts in a clear, client-friendly manner.
• Manage multiple priorities in a fast-paced environment.

Kenntnisse

Series 7 license

Series 63 license

Series 4 license

Financial services experience

Market knowledge

Trading support

Client services

Strong communication

Attention to detail

Jobbeschreibung

Fidelity Investments seeks a Client Services role within its Active Trader Services team in Atlanta. You will guide sophisticated traders through market activity, securities transactions, and questions, delivering education and support to help clients make informed investment decisions.

The role requires strong market knowledge, FINRA licenses, and the ability to simplify complex concepts, while connecting clients with tools and solutions aligned to their investing needs. Onsite, full-time role.