Senior Representative Client Experience

Job Description:

The Role

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

Our goal is to hire YOU the curious and growthminded 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 awardwinning 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!

Your responsibilities include:

You will Analyze industry problems that may include 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

The Expertise and Skills You Bring

Customer Service or ProblemSolving 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

Selfstarter and comfortable working independently when needed

Excellent written and verbal communications skills

Proven technical knowledge and strong problemsolving skills

Ability to contribute ideas as well as influence and execute them in a team environment

Ability to lean into change while multitasking 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 privatelyowned companies in the world.

Company Overview

At Fidelity we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity visit FidelityCareers. Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or callprompt 2 option 2 if you would like to request an accommodation.

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional wellbeing support marketleading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys 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 retirementrelated financial activities and the rules and regulations of numerous selfregulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.

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