Career Center

In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel. This will enable you to search for CAIA specific roles globally.
Active Trader Service Representative – Greater Los Angeles, CA Area
Fidelity Investments
SAVE savedJobs
SAVE savedJobs

Active Trader Service Representative – Greater Los Angeles, CA Area

Fidelity Investments

Gmail Email Print
Application
The application opened in a new tab.
By using this feature you agree to our Terms and Conditions and Privacy Policy.
Details
Posted:
February 13, 2021
Location:
Los Angeles, California
Salary:
Open
Type:
Full Time
Job Description:
We have a new and exciting opportunity for a Remote Licensed Active Trader Service Representative in the Greater LA area ! The position is fully remote and requires you reside in the Greater Los Angeles, California area . We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely

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.

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 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.

Internal Number: 10188856
More Jobs from This Employer
More Jobs Like This
Active Trader Service Representative – Greater San Diego, CA Area   Los Angeles, California
Fidelity Investments 2 Weeks Ago
BACK TO TOP
CAIA Career Center is Just One of the Benefits.
Discover what else CAIA has to offer!
Networking
Certifications
Training
The job you are trying to reach from was originally posted at CAIA Career Center.
Help is on the way!
We're sorry you are having trouble applying for this job.

Please try loading this job using the following link before submitting your help request:
Powered By Naylor Association Solutions