Senior Representative, Client Experience

Fidelity Investments Inc.; Westlake (TX); On-site; USD 42,000 - 70,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Brokerage Operations Rep to join the Client Experience Team. You will learn the brokerage business, analyze issues like transfers of assets, trading, and pricing, and work with partners and customers to resolve problems with a focus on service excellence.

The role emphasizes curiosity, collaboration, and growth in an onsite or transitioning environment as Fidelity evolves. Strong communication and financial services interest help you succeed.

Qualifications

• Customer service or problem-solving experience preferred.
• College degree or equivalent work experience preferred.
• Strong written and verbal communications skills.

Responsibilities

• Analyze industry problems such as transfers of assets, stock trading, dividends, mutual funds, and pricing.
• Engage with customers and business partners via phone, email and chat.
• Envision and execute bold ideas to attract and retain customers.
• Improve daily to prepare for future leadership opportunities in a team-driven environment.
• Contribute to delivering award-winning service with strong problem-solving.

Skills

Customer Service

Problem-Solving

Communication Skills

Independent Work

Curiosity

Education

College Degree or equivalent work experience

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as Transfers of Assets, mutual funds, pricing, trading, mergers, and acquisitions? Then you are ideal candidate for one of Fidelity’s most exciting and dynamic teams!

Our goal is to hire YOU, the curious and growth-minded individual, who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your professional competence and build your professional brand. 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! Classes start soon. If you are driven by curiosity, mission and fascinated by the world of finance; then become part this team!

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

The Experience And Skills You Bring

• You will Analyze industry problems that may include – Transfers of Assets, Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.
• You will Apply various technologies to assist our customers with a range of needs – basic and sophisticated
• You will Engage with customers and business partners through multiple channels – phone, email, and instant messaging
• You will Envision and execute bold ideas to attract and retain the next generation of customers
• You will Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership
• Customer Service or Problem-Solving experience preferred
• College Degree or equivalent work experience preferred

• A desire for continuous growth and learning about the financial services industry required
• Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day
• Self-starter and comfortable working independently when needed
• Excellent written and verbal communications skills
• Proven technical knowledge and strong problem-solving skills
• Ability to contribute ideas as well as influence and execute them in a team environment
• Ability to lean into change while multi-tasking in a remote and multifaceted financial services center
• Growth Mindset and an appetite for endless learning
• FINRA Licenses are preferred but not required.

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.