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Fidelity Investments: Active Trader Service Representative – Westlake, Tx

Fidelity Investments

This is a Full-time position in Westlake, TX posted May 15, 2021.

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 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 experienceThe *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 skillsThe *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*COVID work policy*Safety is our top priority, so this role will be fully remote for the short term.

Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach.

You’ll be spending some of your time onsite depending on the nature and needs of your role.*Dynamic working – post pandemic*Our aim is to combine the best of working offsite with coming together in person.

For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.*Learn More:* [Dynamic Working](https://jobs.Fidelity.Com/dynamic-working/) 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.

Find your Fidelity at [fidelitycareers.Com](https://jobs.Fidelity.Com/).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[accommodations @fmr.Com](mailto:accommodations@fmr.com), or by calling 800-835-5099, prompt 2, option 2.Requirements:Fidelity Investments

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