Client Service Specialist
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 analyze complex business needs, resolve issues for key clients, coordinate strategic projects, and develop improvement initiatives. You will work with business partners and market makers, provide high-touch service, and build expertise in brokerage operations, order entry, settlements, and allocations.
Requirements
- At least 3 years of financial industry or trade support experience
- Ability to analyze complex business needs
- Project coordination and strategic execution skills
- Experience with financial industry tools is a plus
- College degree or equivalent work experience preferred
- Commitment to becoming a subject matter expert preferred
Responsibilities
- Analyze complex business needs and financial applications
- Identify significant business opportunities with leadership and colleagues
- Resolve complex issues for customers and business partners
- Execute strategies and improvement initiatives
- Coordinate projects and strategic work
- Provide high-touch service for key clients
- Develop brokerage operations expertise
Benefits
- Paid parental leave
- On-site health and wellness centers