What Does A Active Trader Service Specialist Do

Job Details nsheppard 2022-03-15T22:24:36+00:00

2038333

Active Trader Services Representative – Common salt Lake City, UT

Salt Lake City, UT

Task
Clarification
Associate
Benefits
Learning &
Development
Our
Culture

Job
Description

Chore Clarification:

Active Trader Services Representative

The Purpose of Your Role

Every bit a member of Fidelity'south Active Trader Services team, you will be an integral part of a fast-paced, collaborative environment that is focused on enhancing relationships with Fidelity'south most active and sophisticated traders, and therefore have.  In this part, you will circuitous trading and service needs of these clients . This may include equity , selection and margin trading, trading platform and tool navigation, and risk management.  Yous will aid to increment client loyalty and bulldoze concern development opportunities.

The Expertise You Have

Series seven & 63 required; Series 4 preferred
2-three years of previous financial services feel

The Skills You lot Bring

Proven customer service, customer support and problem resolution skills

Expertise in equity and option trading, and margin
Ability to teach clients how to utilise the Fidelity trading tools
Strong verbal and written communication skills
Ability to finer 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, common funds and stock-still income trades and other specialized monetary requests
Deliver efficient and responsive resolution south for various customer situations
Uncover opportunities and identify and then lutions and services that will improve the client'south fiscal success and partner with the Financial Consultant to further hash out with the client
Interact with internal concern partners to research and resolve circuitous customer requests

Conduct pro-active outbound phone calls to communicate resolution s to the client or secure additional information to shut out the asking

Our Investments in You

Fidelity'south greatest advantage is our people, and nosotros believe it is important to approach life holistically. Nosotros offer a competitive total rewards bundle, including a stable base of operations salary, to recognize acquaintance achievements. And our benefit programs are designed to help you and your family strike the correct balance.

COVID work policy

Safety is our tiptop priority. In one case we can be together in person with fewer prophylactic measures, this role will motility to our dynamic working arroyo. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please exist mindful of commute distance when considering applying.

Certifications:

Series 04 – FINRA, Serial 07 – FINRA, Serial 63 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the fiscal well-existence of our clients. We assistance people invest and programme for their future. Nosotros 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 discover endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. Yous can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at piece of work and at domicile. Honored with a Glassdoor Employees' Option Award, we have been recognized past our employees as a All-time Place to Work in 2022. And you don't need a finance background to succeed at Allegiance—we offer a range of opportunities for learning so yous can build the career you've always imagined.

Equally a result of COVID-19, many of our associates are continuing to piece of work remotely. When Fidelity employees eventually return to the function, our goal is for most people to work flexibly in a way that balances both personal and business needs with fourth dimension onsite and offsite through what we're calling "Dynamic Working."

We invite you to Find Your Fidelity at fidelitycareers.com.

Allegiance Investments is an equal opportunity employer. Nosotros believe that the nearly constructive 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 awarding or interview process. To initiate a request for an adaptation, contact the Hr Leave of Absence/Accommodation Squad by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Associate
Benefits

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Listen

Benefits for your whole life – that's what you'll find at Fidelity.

You'll find everything from perks that makes your daily life improve to those big-pic, life-changing resource to support you at all stages of your life. We have an amazing packet of benefits and programs designed to help you thrive – both in and exterior of work.

Family Programs

Adoption assistance
Backup dependent care
Maternity & parental get out (Upwardly to 16 weeks of paid maternity leave and 12 weeks of paid parental go out)
Dependent intendance flexible spending account (FSA)

Wellness Programs

On-site health & wellness centers
Fitness reimbursement program
Nutritional counseling
Healthy dining plan

Retirement Planning

401(1000) Retirement Savings Program: Eligible assembly tin can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible bounty.
For eligible associates, Fidelity may make an annual Turn a profit Sharing contribution of upward to 10% of your eligible compensation.*

Health & Insurance

Medical coverage
Dental & vision coverage
Disability Insurance
Fidelity Wellness Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA)

Instruction Benefits

Student loan aid – helping you pay downwardly your loans so y'all tin can save on interest, with up to $15K in contributions
Tuition reimbursement program

* Albuquerque-based regular employees, excluding individuals employed in a retail co-operative location, are not eligible to receive the Profit Sharing contribution.

Learning &
Evolution

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that volition help propel y'all forward in your career while existence able to brand an impact for Fidelity'southward customers around the earth.

Licenses & Certifications

Pursue your FINRA Serial vii and/or Serial 63 licenses working in our Regional Centers to take your career to the adjacent level as a licensed financial broker.
Tuition reimbursement for online or in-person grade work in pursuit of new certifications.

Continuing Instruction & Training

Assess, build, and align your development plan through resources similar our skill-building classroom and online courses.
Video-based preparation for engineering, leadership, management & more.
Your facilitator, manager and business partners will requite you ongoing support as you develop in your role and provide personalized feedback and coaching.
A range of talent evolution programs to support career mobility.

Mentoring

Defended mentors to aid y'all abound into new areas of Allegiance'south concern as you lot develop new skills.
Rotational programs for exposure to new areas of our business.
An open atmosphere of knowledge sharing and collaboration.

Our
Civilization

Fidelity creates a work environment for people to flourish

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, off-white and equitable treatment for every associate and client, and to creating a safe and respectful surroundings, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will concenter, develop and retain a diverse workforce.

Fidelity'due south x affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share like interests based on like sets of experiences.

These Employee Resource Groups and Special Involvement Groups are models of inclusion for Allegiance. They're also a powerful form of engagement and development and tin provide a pathway to visible leadership roles. Our affinity groups brand a large contribution on the concern, helping to ensure our products and services are delivered in a welcoming and equitable environment.

Over 22K employees participate in an affinity group.
Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
74% increase in affinity group memberships over the terminal three years.

Giving Dorsum to Our Communities

Throughout Allegiance, you'll find a genuine commitment to social responsibility – where we strive to brand an impact for customers, while also making an impact on the world.

Allegiance Cares

Provides associates with opportunities to actively volunteer and share their talents.
Hosts numerous company-broad volunteer events (in-person and virtual).
Partners with nonprofit organizations to support our local communities.
More than 12,000 associates donate fourth dimension annually – from interns to SVPs.
Impact includes refurbishing schools, donating books and supplies, and teaching fiscal literacy.

Fidelity Charitable^®

Created to make it easy for people to back up charitable organizations they intendance about.
Helped deliver $seven.3 billion in donor-recommended grants to clemency in 2019.
Supported more than 300,000 unique charities around the world.
Since its inception, more than $42 billion has been given to public charities.

Task Description:

Active Trader Services Representative

The Purpose of Your Role

Equally a member of Allegiance'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 almost 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 take a chance management.  You volition help to increment customer loyalty and drive business development opportunities.

The Expertise You lot Have

Serial seven & 63 required; Series 4 preferred
2-3 years of previous financial services feel

The Skills You Bring

Proven client service, client back up and problem resolution skills

Expertise in disinterestedness and choice trading, and margin
Ability to teach clients how to utilize the Fidelity trading tools
Strong verbal and written advice skills
Ability to effectively influence others
Robust fourth dimension management and organization skills

The Value Y'all 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 stock-still income trades and other specialized monetary requests
Evangelize efficient and responsive resolution s for various customer situations
Uncover opportunities and identify so lutions and services that will meliorate the client's financial success and partner with the Financial Consultant to farther talk over with the client
Collaborate with internal business organization partners to research and resolve complex customer requests

Conduct pro-active outbound phone calls to communicate resolution southward to the client or secure boosted information to close out the asking

Our Investments in You

Fidelity's greatest advantage is our people, and nosotros believe information technology is important to approach life holistically. We offer a competitive total rewards parcel, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the correct balance.

COVID piece of work policy

Condom is our summit priority. Once we can be together in person with fewer safety measures, this office will move to our dynamic working approach. Y'all'll exist spending some of your time onsite. Regular participation at our on-location sites is an of import function of our culture. Please be mindful of commute distance when considering applying.

Certifications:

Series 04 – FINRA, Serial 07 – FINRA, Serial 63 – FINRA

Visitor Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-beingness of our clients. We help people invest and program for their future. We assistance companies and non-turn a profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to assistance invest their own clients' money.

Join United states of america

At Fidelity, yous'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You tin can accept advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at piece of work and at habitation. Honored with a Glassdoor Employees' Option Award, we have been recognized by our employees every bit a Best Identify to Piece of work in 2022. And y'all don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career y'all've always imagined.

Equally a result of COVID-19, many of our associates are continuing to work remotely. When Allegiance employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business organisation needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite y'all to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to concenter, develop and retain a various workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably suit applicants with disabilities who demand adjustments to participate in the awarding or interview process. To initiate a asking for an accommodation, contact the Hr Leave of Absence/Adaptation Team by sending an electronic mail to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, pick ii.

Allegiance benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that's what you'll find at Fidelity.

You'll find everything from perks that makes your daily life better to those large-picture, life-irresolute resources to support you lot at all stages of your life. Nosotros take an astonishing package of benefits and programs designed to help you thrive – both in and exterior of work.