Fidelity Investments · 10 hours ago
Senior Representative, Alternative Investments
Jersey City, NJ
Full-time
Hybrid
Mid, Senior Level
$40K/yr - $76K/yr
2+ years expFidelity Investments is a leading financial services company, and they are seeking a Senior Representative for their Alternative Investments team. The role involves processing distributions, managing client inquiries, and ensuring adherence to policies while providing exceptional customer service.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Handling inbound phone calls and emails from clients and assisting them with inquiries regarding AI Products
Identifying clients’ needs; clarifying information provided; researching their issues and providing appropriate solutions or alternatives to solve their queries
Providing clear and concise communication to internal and external business partners
Creating lifetime relationships and playing a meaningful role in the customer experience
Processing alternative investment transactions as required
Tracking and monitoring outstanding issues and providing timely updates to clients
Qualification
Required
2+ years of brokerage operations experience or 5+ years related work experience
Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners
Strong organizational and time-management skills and ability to prioritize decisions in a fast-moving environment
Ability to take initiatives to work on adhoc projects when required
Ability to work and build strong relationships across different teams within the organization
Handling inbound phone calls and emails from clients and assisting them with inquiries regarding AI Products
Identifying clients' needs; clarifying information provided; researching their issues and providing appropriate solutions or alternatives to solve their queries
Providing clear and concise communication to internal and external business partners
Creating lifetime relationships and playing a meaningful role in the customer experience
Processing alternative investment transactions as required
Tracking and monitoring outstanding issues and providing timely updates to clients
Preferred
Customer Service experience
Alternative Investments experience
College degree
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase