Trading Support Specialist for Active Traders

Fidelity Investments Inc.; Salt Lake City (UT); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions.

You will educate clients, build trusted relationships through inbound interactions, and connect them with trading tools and solutions that fit their investing needs. A finance background and FINRA licenses are essential.

Qualifications

• Series 7 and Series 63 licenses required; Series 4 preferred.
• Experience in financial services or trading support.
• Ability to explain complex trading concepts clearly.
• Strong client service orientation and relationship skills.
• Detail-oriented with ability to multitask in a fast-paced environment.

Responsibilities

• Support traders through market activity and trading-related questions.
• Educate clients and help them make informed investment decisions.
• Build trust through inbound client interactions and personalized solutions.
• Identify opportunities to connect clients with tools and resources that fit their investing needs.

Skills

Series 7 license

Series 63 license

Series 4 license

Financial services

Market knowledge

Trading support

Client communication

Relationship building

Attention to detail

Multi-tasking

Job description

Fidelity Investments Inc. is seeking a client services professional to support active traders by guiding them through market activity, securities transactions, and trading-related questions.

You will educate clients, build trusted relationships through inbound interactions, and connect them with trading tools and solutions that fit their investing needs. A finance background and FINRA licenses are essential.