Executive / Officer - Industrial Engineering (Word Study)
Jafferjee Brothers Exports (Pvt) Ltd
Job type full-time
Full job description
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 needIn 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 managementYou 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 orlando, fl area! the position is remote and requires that you reside in the greater orlando, florida areaWe offer virtual interviewing and onboarding, as well as access to our virtual training and supportFull access to work from home capabilities to support our clients remotely.
While every fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud pastPutting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organizationThese 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
Series 04 - finra, series 07 - finra, series 63 - finra
At fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they wantWe 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 associatesWe are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiencesFind your fidelity at 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 processPlease email us at accommodations @fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.