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Active Trader Services Representative - Greater San Francisco, CA Area

Company: Fidelity Investments
Location: Berkeley
Posted on: January 5, 2022

Job Description:

Job Description:Active Trader Services Representative--We have an exciting opportunity for a remote, licensedActive Trader Services--Representative in the Greater San Francisco Metro area! While you will work from home, you must reside near the Greater San Francisco area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.--The Purpose of Your Role--As a member of Fidelity's Active Trader Services team, you will be an integral part of a fast-paced,--collaborative--environment that is focused on enhancing relationships with Fidelity's most active and--sophisticated--traders, and therefore have.------In this role, you will--complex trading and service needs--of--these clients. This may include--equity,--option--and margin--trading, trading platform--and--tool--navigation, and risk management.--- You will help to increase customer loyalty and drive business development opportunities.--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 teach clients how to use--the Fidelity trading tools--Strong verbal and written communication skills--Ability to effectively influence others--Robust time management and organization skills--The Value You Deliver--Engage with customers, via inbound calls, 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 resolutions--for various client situations--------Uncover opportunities and identify--solutions--and services that will--improve--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--phone--calls to communicate resolutions--to the client or secure additional information to close out the request--Our Investments in You----Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our---benefit programs---are designed to help you and your family strike the right balance.----Certifications:Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Relationship Management, SalesSafety remains Fidelity's top priority and this will never change.--Because safety is our top priority, maximizing vaccination is our goal.--Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community.--As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.--SummaryLocation: RC7 California WFH San Francisco; Berkeley, CA; Walnut Creek, CA; Dublin, CA; Larkspur, CA; San Francisco, CA; Burlingame, CAType: Full time

Keywords: Fidelity Investments, Berkeley , Active Trader Services Representative - Greater San Francisco, CA Area, Accounting, Auditing , Berkeley, California

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