Senior Representative, Alternative Investments

Fidelity Investments • Jersey City, NJ

1d • $44,000 - $80,000

About The Position

The Senior Representative, Alternative Investments is a member of Fidelity’s Operations & Services Group (OSG), supporting the Institutional Products Group’s businesses. The role handles approximately 40–60 inbound client calls per day, with client interactions occupying roughly 95% of the workday. The representative manages multiple client requests and issues within tight timeframes, monitors adherence to internal guidelines, builds strong client relationships, and provides technical support on alternative investment matters.

The Alternative Investments group supports all Fidelity lines of business and provides end-to-end operations for specialized investment vehicles not traded on public markets, including asset onboarding, transactions, reconciliation, and servicing requests. The position may process alternative investment transactions and handle client inquiries about alternative investment products. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve.

Requirements

• Excellent written and oral interpersonal and communication skills for engaging with clients and internal partners.
• Strong organizational and time-management skills, including the ability to prioritize in a fast-moving environment.
• Ability to identify client needs, clarify information, research issues, and recommend appropriate solutions or alternatives.
• Ability to build strong relationships across different teams within the organization.

Nice To Haves

• Two or more years of brokerage operations experience, or five or more years of related work experience.
• Customer service experience.
• Alternative investments experience.
• College degree.

Responsibilities

• Handle inbound client phone calls and emails about alternative investment products and inquiries.
• Identify clients’ needs, clarify information, research issues, and provide appropriate solutions or alternatives.
• Provide clear and concise communication to internal and external business partners.
• Build and maintain strong client relationships and contribute to a superior customer experience.
• Process alternative investment transactions as required.
• Track and monitor outstanding issues and provide timely updates to clients.
• Manage multiple client requests and issues within tight timeframes.
• Monitor customer adherence to internal guidelines.
• Take initiative on ad hoc projects when required and work across teams within the organization.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources for career development.
• Bonus or other variable compensation may be included depending on position and eligibility requirements.

What This Job Offers

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