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Active Trader Services Representative - Merrimack, NH

Company: Fidelity Investments
Location: Merrimack
Posted on: January 16, 2022

Job Description:

Job Description:
Active Trader Services Representative
The Purpose of Your Role
As a member of Fidelity's Active Trader Services team, you will be an integral part of a fast-paced, collaborative environment that is focused on enhancing relationships with Fidelity's most active and sophisticated traders, and therefore have. In this role, you will complex trading and service needs of these clients . This may include equity , option and margin trading, trading platform and tool navigation, and risk management. You will help to increase customer loyalty and drive business development opportunities.
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 teach clients how to use the Fidelity trading tools

Strong verbal and written communication skills

Ability to effectively influence others

Robust time management and organization skills
The Value You Deliver

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

Deliver efficient and responsive resolution s for various client situations

Uncover opportunities and identify so lutions and services that will improve 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 phone calls to communicate resolution s to the client or secure additional information to close out the request
Our Investments in You
Fidelity'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---benefit programs---are designed to help you and your family strike the right balance.
COVID work policy
Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.

Learn More: Dynamic Working
Certifications: Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRA

Company Overview

At 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 Us

At 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 800-835-5099, prompt 2, option 2.

Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.

Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.

This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.

Keywords: Fidelity Investments, New England , Active Trader Services Representative - Merrimack, NH, Accounting, Auditing , Merrimack, Northeast

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