Trading Support & Education for Active Traders

Soteria Reinsurance Ltd.; Covington (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments in Covington, KY is seeking a Client Services Trader support specialist to guide active traders through market activity, securities transactions, and trading-related questions. You will build trusted relationships through inbound client interactions and provide education and support that help clients make informed investment decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and a strong understanding of financial markets, products, and

Qualifications

• Series 7 license required.
• Series 63 license required.
• Series 4 license preferred.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Knowledge of financial markets, investment products, securities trading, and industry regulations.
• Experience supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products.

Responsibilities

• Guide active and sophisticated traders through market activity, securities transactions, and trading-related questions.
• Build trusted relationships through inbound client interactions, providing education and support that help clients make informed investment decisions.
• Identify opportunities to connect clients with trading tools, resources, and solutions that align with their investing needs.
• Explain complex trading and investment concepts in a clear and client-friendly manner.
• Demonstrate ability to prioritize in a fast-paced environment and manage multiple client inquiries.

Skills

Series 7

Series 63

Series 4 (preferred)

Financial markets knowledge

Client education & service

Strong communication

Job description

Fidelity Investments in Covington, KY is seeking a Client Services Trader support specialist to guide active traders through market activity, securities transactions, and trading-related questions. You will build trusted relationships through inbound client interactions and provide education and support that help clients make informed investment decisions.

The role requires Series 7 and Series 63 licenses, with Series 4 preferred, and a strong understanding of financial markets, products, and