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Active Trader Services Representative - Greater Houston, TX Area at Fidelity Investments

Active Trader Services Representative - Greater Houston, TX Area

Fidelity Investments Houston, TX Full-Time

Job Description:

Active Trader Services Representative

We have an exciting opportunity for a remote, licensed Active Trader Services Representative in the Greater Houston Metro area! While you will work from home, you must reside near the Greater Houston 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.  


Series 04 - FINRA, Series 07 - FINRA, Series 63 - FINRA

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 1656174535699, 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 "1656174535699."

We invite you to Find Your Fidelity at 1656174535699.

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 [ Link removed ] - Click here to apply to Active Trader Services Representative - Greater Houston, TX Area, or by calling

, prompt 2, option 3.

We welcome those with experience in jobs such as Business Analyst, Buyer, and Purchasing Manager and others in the Business to apply.

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