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Active Trader Service Representative - Greater Washington, DC Area

Company: Fidelity Investments Inc.
Location: Washington
Posted on: February 25, 2021

Job Description:

IMPORTANT COVID-19 INFORMATION
At Fidelity, we are committed to safeguarding the health and well-being of our associates, clients, and candidates. We are actively monitoring the situation related to COVID-19 and are continuing to hire in order to serve our clients around the globe. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time. x Active Trader Service Representative - Greater Washington, DC Area As a member of Fidelity's Active Trader Services team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships with Fidelity's most active and complex traders, and therefore have complex trading and service need. In this role, you will support the trading and non-trading needs and inquiries by these clients including the areas of equity and option trading, margin, trading platform & tool navigation, and risk management. You will help us to increase customer loyalty and drive business development opportunities. We have a new and exciting opportunity for a Remote Active Trader Service Representative in the Greater Washington, DC area! The position is remote and requires that you reside in the Greater Washington, DC area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have

  • Series 7 & 63 required; Series 4 preferred
  • 2-3 years of previous financial services experience The Skills You Bring
    • Proven customer service, client support and problem resolution skills
    • Expertise in equity and option trading, and margin
    • Ability to master the Fidelity trading tools and teach clients how to use them
    • Strong verbal and written communication skills
    • Ability to effectively influence others
    • Robust time management and organizational skills The Value You Deliver
      • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
      • Deliver efficient and responsive resolution for various client situations.
      • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
      • Collaborate with internal business partners to research and resolve complex client requests
      • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Other Locations: Washington, DC
        Bethesda, MD
        Alexandria, VA
        Reston, VA
        McLean, VA
        Arlington, VA

        Job Level: Associate
        Job ID: 2017699 Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Keywords: Fidelity Investments Inc., Washington DC , Active Trader Service Representative - Greater Washington, DC Area, Accounting, Auditing , Washington, DC

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