Active Trader Services Representative - Greater St. Louis, MO Area
Company: Careerbuilder-US
Location: Saint Louis
Posted on: January 27, 2023
Job Description:
Job Description:Active Trader Services RepresentativeWe have an
exciting opportunity for a remote, licensed Active Trader Services
Representative in the Greater St. Louis, MO Metro area! While you
will work from home, you must reside near the Greater St. Louis,
Missouri 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 RoleAs 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 - FINRACompany
OverviewFidelity Investments is a privately held company with a
mission -to strengthen the financial well-being of our clients. -We
help people invest and plan for their future. We assist companies
and non-profit organizations in delivering benefits to their
employees. And we provide institutions and independent advisors
with investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a -, we
have been recognized by our employees as a Best Place to Work in
2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.Many of our associates are
continuing to work remotely temporarily due to COVID-19. When
Fidelity employees eventually return to the office, our goal is for
most people to work flexibly in a way that balances both personal
and business needs with time onsite and offsite through what we're
calling "."We invite you to -Find Your Fidelity -at -.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 -, or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Sales Representative,
Business Services Representative, and Customer Account Manager and
others in the Sales to apply.
Keywords: Careerbuilder-US, St. Louis , Active Trader Services Representative - Greater St. Louis, MO Area, Accounting, Auditing , Saint Louis, Missouri
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