Thursday , May 30 2024

Fidelity Recruitment – Active Trader Service Representative

Website Fidelity

Job Description:

We have a new and exciting opportunity for a Remote Active Trader Service Representative in the Greater San Francisco, CA area! The position is remote and requires that you reside in the Greater San Francisco, CA 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.

Job Responsibilities:

  • 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
  • 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
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
  • Deliver efficient and responsive resolution for various client situations.
  • Collaborate with internal business partners to research and resolve complex client requests

Job Requirements:

  • Expertise in equity and option trading, and margin
  • Robust time management and organizational skills
  • Series 7 & 63 required; Series 4 preferred
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Ability to master the Fidelity trading tools and teach clients how to use them
  • 2-3 years of previous financial services experience
  • Proven customer service, client support and problem resolution skills

Job Details:

Company: Fidelity

Vacancy Type:  Full Time

Job Location: San Francisco, CA, US

Application Deadline: N/A

Apply Here

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