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Active Trader Services Representative - Greater San Jose, CA Area

Company: Fidelity Investments
Location: La Mirada
Posted on: August 5, 2022

Job Description:

Job Description: Active Trader Services Representative We have an exciting opportunity for a remote, licensed Active Trader Services Representative in the Greater San Jose Metro area! While you will work from home, you must reside near the Greater San Jose area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You ll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As a member of Fidelity s Active Trader Services team, you will be an integral part of a fast-paced, collaborative environment that is focused on enhancing relationships with Fidelity s most active and sophisticated traders, and therefore have. In this role, you will complex trading and service needs of these clients . This may include equity , option and margin trading, trading platform and tool navigation, and risk management. You will help to increase customer loyalty and drive business development opportunities. 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 teach clients how to use the Fidelity trading tools
      • Strong verbal and written communication skills
      • Ability to effectively influence others
      • Robust time management and organization skills The Value You Deliver
        • Engage with customers, via inbound calls, 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 s for various client situations
        • Uncover opportunities and identify so lutions and services that will improve 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 phone calls to communicate resolution s to the client or secure additional information to close out the request Our Investments in You Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. Certifications: Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRA

            Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

            Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don t need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you ve always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling " Dynamic Working ."We invite you to Find Your Fidelity at .

            Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Franchise Executive, Medical Sales Rep, and Inside Sales Representative and others in the Sales to apply.

Keywords: Fidelity Investments, La Mirada , Active Trader Services Representative - Greater San Jose, CA Area, Sales , La Mirada, California

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