Senior Client Experience Specialist – Brokerage Operations

Fidelity Investments Inc.; Westlake (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Brokerage Operations professional to learn, analyze problems, and connect the dots for customers and partners within a fast-paced, team-oriented environment.

The role emphasizes curiosity, strategic thinking, and a drive to deliver outstanding service while growing professional skills in the investment services industry. Classes start soon and on-site work is expected in many roles.

Qualifications

• Customer Service or Problem-Solving experience preferred.
• College Degree or equivalent work experience preferred.
• Desire for continuous growth and learning about the financial services industry required.
• Ability to solve sophisticated problems and deliver an outstanding customer experience daily.
• Self-starter and comfortable working independently when needed.

Responsibilities

• Analyze industry problems such as transfers of assets, trading, and pricing to support business partners and customers.
• Apply various technologies to assist customers with a range of needs — basic and sophisticated.
• Engage with customers and partners through multiple channels — phone, email and instant messaging.
• Envision and execute bold ideas to attract and retain customers in a competitive market.
• Improve daily to prepare for future career opportunities within the brokerage operations team.

Skills

Problem solving

Customer service

Communication skills

Financial services familiarity

Growth mindset

Education

College degree or equivalent

Job description

Fidelity Investments Inc. is seeking a Brokerage Operations professional to learn, analyze problems, and connect the dots for customers and partners within a fast-paced, team-oriented environment.

The role emphasizes curiosity, strategic thinking, and a drive to deliver outstanding service while growing professional skills in the investment services industry. Classes start soon and on-site work is expected in many roles.