Associate Analyst, Client Experience

Fidelity•Westlake, TX

3d•Onsite

About The Position

The Role 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! Note: Fidelity will not provide immigration sponsorship for this position.

Requirements

At least 3 years of financial industry or trade support experience required
College degree or equivalent work experience preferred
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

Nice To Haves

A 2 plus year commitment to become a subject matter expert is strongly 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
Take on the role of a Brokerage Operations Rep.
Master brokerage operations.
Coordinate projects and execute strategic work.