Job Description:
We have a new and exciting opportunity for a Remote Licensed Active Trader Service Representative in the Greater San Diego area! The position is fully remote and requires you reside in the Greater San Diego, California area. We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely
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.
The Team
While 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 Have
- Series 7 & 63 required; Series 4 preferred
- 2-3 years of previous financial services experience
The Skills You Bring
- Proven customer service, client support and problem resolution skills
- Expertise in equity and option trading, and margin
- Ability to master the Fidelity trading tools and teach clients how to use them
- Strong verbal and written communication skills
- Ability to effectively influence others
- Robust time management and organizational skills
The Value You Deliver
- Engage 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 requests
- Deliver 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 client
- Collaborate with internal business partners to research and resolve complex client requests
- Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Certifications:
Series 07 – FINRA, Series 63 – FINRA
Company Overview
At Fidelity, we are focused on 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. Find your Fidelity at fidelitycareers.com.
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 accommodations @fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.