Fidelity Investments · 13 hours ago
Trade Service Analyst - Wealth Client Experience
Smithfield, RI
Full-time
Hybrid
Entry Level
1+ years expFidelity Investments is seeking a Trade Service Analyst to join their Trade Support organization. The role involves troubleshooting trade-related issues and providing exceptional support to Institutional Wealth Services and Fidelity Family Office Support clients.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Troubleshooting and offering guidance and solutions to trade related issues
Providing outstanding service to our clients by fielding client inquiries in an accurate and timely manner
Providing guidance and operational support to our Intermediary Clients
Responsible for phone, email, and service center support to our Intermediary Clients
Qualification
Required
Series 7 licensing required
General trading knowledge
1-2 years in financial asset/brokerage servicing
An ability to deliver high quality service to high profile clients
Attention to detail and quality a must
Provide outstanding service to our clients by fielding client inquiries in an accurate and timely manner
Professional teammate with a positive, self-motivated demeanor; capacity to think creatively
Ability to work in a fast-paced environment
Displays excellent problem solving and analytical skills
Preferred
BS/BA Degree (preferred; or at least 2 years' experience in financial services related field)
Experience with Fidelity mainframe systems preferred
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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