Trade Service Analyst - Wealth Client Experience

Fidelity•Smithfield, RI

7h•Hybrid

About The Position

The Role As a Trade Service Analyst, in the Trade Support organization, you will be troubleshooting and offering guidance and solutions to trade related issues. You will be part of the broader Client Experience, (CE) Trade Support Team serving the needs of our Institutional Wealth Services and Fidelity Family Office Support clients. Join us as a Manager/Analyst where you will join a team of highly skilled professionals whose focus is to go above and beyond and provide outstanding trade support services to our Registered Investment Advisor (RIA) and Separate Account Manager (SAM) clients. The Team The Trade Service Team in CE provides comprehensive technology and managed product support while delivering service excellence to our clients. CE is seeking a Trade Service Manager/Analyst to join the team to provide guidance and operational support to our Intermediary Clients. The manager/analyst will be responsible for phone, email, and service center support to our Intermediary Clients. To be successful in this role, one must have or gain a solid understanding of several Fidelity workflow systems. Note: This requisition is in place for sourcing and interviewing for future hiring in 2026. This role does not support sponsorship for immigration.

Requirements

BS/BA Degree (preferred; or at least 2 years’ experience in financial services related field)
Series 7 licensing required
General trading knowledge
1-2 years in financial asset/brokerage servicing
An ability to deliver high quality service to high profile clients
Attention to detail and quality a must
Professional teammate with a positive, self-motivated demeanor; capacity to think creatively.
Ability to work in a fast-paced environment
Displays excellent problem solving and analytical skills
Experience with Fidelity mainframe systems preferred