Senior Representative 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 analyze brokerage operations issues involving transfers, trading, securities, and corporate actions. You will assist customers and business partners by phone, email, and instant messaging, apply technology to customer needs, solve complex problems, and contribute ideas in a team environment.
Requirements
- Continuous learning about the financial services industry
- Problem-solving skills
- Written and verbal communication
- Technical knowledge
- Multitasking ability
- Customer service or problem-solving experience preferred
- College degree or equivalent work experience preferred
- FINRA licenses preferred
- No immigration sponsorship
Responsibilities
- Analyze brokerage operations problems
- Assist customers using applicable technologies
- Engage customers and business partners by phone, email, and instant messaging
- Develop and execute customer-retention ideas
- Prepare for advanced career opportunities
- Solve complex customer problems
- Contribute and execute ideas in a team environment
Benefits
- Fully paid parental leave
- On-site health and wellness centers