Job Description:

The Role

The Representative, Client Solutions provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through our telephone with contact center. The Advisor Service Representative ensures customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquires received by phone or in writing.

The Expertise and Skills You Bring

• You are highly motivated, learn quickly and perform well under pressure and in a fast-paced environment
• You can demonstrate strong communication skills and client focus
• You can multitask and prioritize client requests and deliver timely and accurate solutions to client requests
• Building and managing relationships with clients and internal business partners is a priority for you
• You can thrive in a team environment and demonstrate a willingness to assist other team members
• You bring intellectual curiosity and are committed to continuous learning and personal development
• Getting involved in new assignments, projects, and activities within the role in the Fidelity community is something you would strive for

The Team

The Client Services Division is a call center that is responsible for providing transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).  Fidelity Institutional Asset Management is a division of Fidelity Investments, with assets under management of $2.0 trillion as of March 31, 2016.

Certifications:

Company Overview

Fidelity 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 Us

At 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 Glassdoor Employees’ Choice Award(opens in a new tab), 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.

As a result of COVID-19, many of our associates are continuing to work remotely. 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 “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.