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Active Trader Service Representative - Greater Houston Area, TX (Abilene)

Company: Fidelity Investments
Location: Abilene
Posted on: November 17, 2021

Job Description:

Job Description:As a member of Fidelity s Active Trader Services team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships with Fidelity s most active and complex traders, and therefore have complex trading and service need. In this role, you will support the trading and non-trading needs and inquiries by these clients including the areas of equity and option trading, margin, trading platform & tool navigation, and risk management. You will help us to increase customer loyalty and drive business development opportunities.We have a new and exciting opportunity for a Remote Active Trader Service Representative in the Greater Houston, TX area! The position is remote and requires that you reside in the Greater Houston, TX area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.The TeamWhile every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You HaveSeries 7 & 63 required; Series 4 preferred2-3 years of previous financial services experienceThe Skills You BringProven customer service, client support and problem resolution skillsExpertise in equity and option trading, and marginAbility to master the Fidelity trading tools and teach clients how to use themStrong verbal and written communication skillsAbility to effectively influence othersRobust time management and organizational skillsOur Investments in YouWe believe it is important to approach life holistically. Fidelity s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:We offer a competitive total rewards package, including a stable base salary, to recognize associate achievementsClick to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)Click here for a story about how we are helping our employee s payback their student loan debt(opens in a new tab)The Value You DeliverEngage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requestsDeliver efficient and responsive resolution for various client situations. Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the clientCollaborate with internal business partners to research and resolve complex client requestsConduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the requestFidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to , or by calling 800-###-####, prompt 2, option 2For roles based in Ireland: Contact For roles based in Germany: Contact Fidelity Privacy policy Certifications:Series 07 - FINRACompany OverviewAt Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join UsAt Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning and growth so you can build the career you ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.We invite you to Find Your Fidelity at .Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations , or by calling 800-###-####, prompt 2, option 2. Associated topics: agent, clerk, client, customer care associate, customer care representative, customer service, customer service specialist, platform support, support, telephone service representative

Keywords: Fidelity Investments, Abilene , Active Trader Service Representative - Greater Houston Area, TX (Abilene), Accounting, Auditing , Abilene, Texas

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