Client Service Representative Custody Wealth Client Experience
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support registered investment advisors with daily service and operational requests. You will provide phone and other-channel support, process routine transactions, resolve issues, prioritize work, and deliver accurate, timely service for a designated client tier.
Requirements
- 2+ years of operations or service experience in financial services
- Knowledge of operational business processes
- Customer service skills
- Verbal and written communication skills
- Workload prioritization skills
- Understanding of issue resolution and escalation
Responsibilities
- Support registered investment advisors with service and operational requests
- Provide phone and alternative-channel customer support
- Process routine daily transaction volumes
- Resolve client problems and not-in-good-order items
- Process client requests accurately and promptly
- Prioritize competing tasks and deadlines
- Escalate issues when necessary
Benefits
- Paid parental leave
- On-site health and wellness centers
