Associate Analyst, Client Experience

Fidelity Investments • Westlake, TX

4d • Onsite

About The Position

Are you ready to take the next leap in your career? Have you been waiting for the chance to gain experience on strategic projects? Are you ready to grow your knowledge in advanced financial topics such as Order Entry, Settlements and Allocations? If you answered YES then you are the perfect candidate for Fidelity’s most exciting and dynamic roles as a Associate Analyst! Our goal is to hire YOU, the curious and growth-minded individual, who is ready to immerse yourself in the complex world of Trading Services. Your mission: To learn, analyze problems and connect dots for business partners, customers, and your team. Your reward: To excel at providing award-winning service and problem solving every day for our customers. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic – these are must haves!

Requirements

• At least 3 years of financial industry or trade support experience required
• Ability to provide white glove service for our award-winning service organization and lean into complex situations for our top clients
• Strong willingness to assists team members and develop a wide network across Fidelity’s adjacent business units, including – Clearing, Custody, Client Management, OSG and PI
• Ability to coordinate projects and execute strategic work. Our core business goals are focused heavily on reducing inbound service volume, innovations to our digital training platform and growing our new Hybrid Work model

Nice To Haves

• A 2 plus year commitment to become a subject matter expert is strongly preferred
• College degree or equivalent work experience preferred
• Experience using financial industry tools such as DTCC, Citi, Broadridge, FII, ICE, Thomson Reuters, Bloomberg, Wealthscape and FBSI are a plus
• FINRA Licenses – Series 7, 9, 10, 24 and 99 are NOT required for the role, but can be held and supported by the business

Responsibilities

• Analyze complex business needs that will involve a large scope of products, services, trends, data and advanced financial applications
• Apply your advanced skills daily and work closely with leadership and colleagues to identify the most significant areas of opportunity for the business
• Engage with business partners across the broader Fidelity enterprise as wells as external market makers and work to resolve the most complex issues facing our top customers
• Envision and execute bold new strategies to improve the business through various initiatives and projects
• Develop every day to prepare the business for the future, advancing your career through variety of stretch assignments and work

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree