Senior Representative, Client Experience at Fidelity Investments

Westlake, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment Services, BrokerageIndustries

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
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

Skills

Key technologies and capabilities for this role

Stock TradingDividendsMutual FundsCorporate ActionsSecurity DataSecurities PricingPhysical Stock CertificatesCustomer ServiceProblem-SolvingFinancial Services

Questions & Answers

Common questions about this position

Is this a remote position or does it require office work?

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other [week, implied by cutoff]. The role also mentions multi-tasking in a remote and multifaceted financial services center.

What skills and experience are required for this role?

Key requirements include customer service or problem-solving experience preferred, college degree or equivalent preferred, excellent written and verbal communication skills, proven technical knowledge, strong problem-solving skills, and a growth mindset with appetite for learning.

What is the company culture like for this team?

The environment is customer focused, ambitious, and heavily team oriented, with an emphasis on curiosity, growth, innovation, and strategic thinking.

What career growth opportunities are available?

The role offers training to master brokerage operations and prepares you for advanced opportunities like Team Lead, Analyst, and Leadership roles.

What makes a strong candidate for this position?

A strong candidate is curious, growth-minded, driven to solve sophisticated problems, delivers outstanding customer experience, has a growth mindset, excellent communication skills, and a desire to innovate in a team-oriented environment.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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