Client Service Specialist

Fidelity • Westlake, TX

1d • Onsite

About The Position

As a member of Fidelity’s Client Experience Team, the Client Service Specialist takes on the role of a Brokerage Operations Representative within Trading Services. The role involves learning and analyzing complex business issues and connecting business partners, customers, and colleagues to deliver high-quality service and problem solving. The successful candidate will work with a broad range of products, services, trends, data, and financial applications, and will help address complex issues for top customers.

The position offers an overview course on the financial industry and specialized training in brokerage operations. The employee will collaborate with Fidelity leaders and colleagues, business partners across the company, and external market makers. The work includes coordinating projects and carrying out strategic initiatives intended to improve the business, including reducing inbound service volume, improving digital training, and growing the Hybrid Work model. The role is described as ambitious, customer-focused, and strongly team-oriented, with opportunities for development through stretch assignments.

Requirements

• At least 3 years of financial industry or trade support experience.
• Ability to provide white-glove service and address complex situations for top clients.
• Strong willingness to assist team members and develop a broad network across Fidelity business units.
• Ability to coordinate projects and execute strategic work.

Nice To Haves

• A commitment of two or more years to becoming a subject matter expert is strongly preferred.
• A college degree or equivalent work experience is preferred.
• Experience using financial industry tools such as DTCC, Citi, Broadridge, FII, ICE, Thomson Reuters, Bloomberg, Wealthscape, and FBSI is a plus.
• FINRA Series 7, 9, 10, 24, and 99 licenses are not required, but may be held and supported by the business.

Responsibilities

• Analyze complex business needs involving a broad scope of products, services, trends, data, and advanced financial applications.
• Work with leadership and colleagues to identify significant business opportunities.
• Engage with Fidelity business partners and external market makers to resolve complex issues affecting top customers.
• Envision and execute strategies to improve the business through initiatives and projects.
• Coordinate projects and execute strategic work.
• Provide high-quality service and problem solving for customers.
• Support team members and develop connections across adjacent Fidelity business units.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed