Senior Representative, Client Experience

Fidelity Investments•Westlake, TX

41d•Hybrid

About The Position

The Role Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, pricing, trading, mergers, and acquisitions? Then you are ideal candidate for one of Fidelity's most exciting and dynamic teams! Our goal is to hire YOU, the curious and growth-minded individual, who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your professional competence and build your professional brand. 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! Classes start soon. If you are driven by curiosity, mission and fascinated by the world of finance; then become part this team! The Team As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.

Requirements

Customer Service or Problem-Solving experience preferred
College Degree or equivalent work experience preferred
A desire for continuous growth and learning about the financial services industry required
Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day
Self-starter and comfortable working independently when needed
Excellent written and verbal communications skills
Proven technical knowledge and strong problem-solving skills
Ability to contribute ideas as well as influence and execute them in a team environment
Ability to lean into change while multi-tasking in a remote and multifaceted financial services center
Growth Mindset and an appetite for endless learning

Nice To Haves

FINRA Licenses are preferred but not required.

Responsibilities

Analyze industry problems that may include - Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.
Apply various technologies to assist our customers with a range of needs - basic and sophisticated
Engage with customers and business partners through multiple channels - phone, email, and instant messaging
Envision and execute bold ideas to attract and retain the next generation of customers
Improve every day to prepare for future and advanced career opportunities, including - Team Lead, Analyst and Leadership

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