Active Trader Services Representative - Greater San Antonio, TX Area

Company: Fidelity Investments
Location: Houston
Posted on: September 20, 2023

Job Description:

Job Description:Active Trader Services Representative\u00A0We have an exciting opportunity for a remote, licensed Active Trader Services\u00A0Representative in the Greater San Antonio Metro area! While you will work from home, you must reside near the Greater San Antonio area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely.\u00A0
The Purpose of Your Role\u00A0As a member of Fidelity s Active Trader Services team, you will be an integral part of a fast-paced,\u00A0collaborative\u00A0environment that is focused on enhancing relationships with Fidelity s most active and\u00A0sophisticated\u00A0traders, and therefore have.\u202F\u202FIn this role, you will\u00A0complex trading and service needs\u00A0of\u00A0these clients. This may include\u00A0equity,\u00A0option\u00A0and margin\u00A0trading, trading platform\u00A0and\u00A0tool\u00A0navigation, and risk management.\u202F You will help to increase customer loyalty and drive business development opportunities.\u00A0
The Expertise You Have\u00A0

• Series 7 & 63 required; Series 4 preferred\u00A0
• 2-3 years of previous financial services experience\u00A0
  The Skills You Bring\u00A0
  • Proven customer service, client support and problem resolution skills\u00A0
    • Expertise in equity and option trading, and margin\u00A0
    • Ability to teach clients how to use\u00A0the Fidelity trading tools\u00A0
    • Strong verbal and written communication skills\u00A0
    • Ability to effectively influence others\u00A0
    • Robust time management and organization skills\u00A0
      The Value You Deliver\u00A0
      • Engage with customers, via inbound calls, 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 requests\u00A0
      • Deliver efficient and responsive resolutions\u00A0for various client situations\u202F\u202F\u00A0
      • Uncover opportunities and identify\u00A0solutions\u00A0and services that will\u00A0improve\u00A0the client s financial success and partner with the Financial Consultant to further discuss with the client\u00A0
      • Collaborate with internal business partners to research and resolve complex client requests\u00A0
        • Conduct pro-active outbound\u00A0phone\u00A0calls to communicate resolutions\u00A0to the client or secure additional information to close out the request\u00A0
          Our Investments in You\u00A0\u00A0Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0\u00A0Certifications:Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRACompany OverviewFidelity Investments is a privately held company with a mission 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. Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling \u0022.\u0022We 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--, or by calling 800-835-5099, prompt 2, option 3.

Keywords: Fidelity Investments, Houston , Active Trader Services Representative - Greater San Antonio, TX Area, Accounting, Auditing , Houston, Texas