Trade Service Analyst - Wealth Client Experience jobs in United States
cer-icon
Apply on Employer Site
company-logo

Fidelity Investments · 8 hours ago

Trade Service Analyst - Wealth Client Experience

positionSmithfield, RI
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

Fidelity Investments is seeking a Trade Service Analyst to join their Trade Support organization. The role involves troubleshooting trade-related issues and providing exceptional support to Institutional Wealth Services and Fidelity Family Office Support clients.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
check
Growth OpportunitiesbadNo H1Bnote

Responsibilities

Troubleshooting and offering guidance and solutions to trade related issues
Providing outstanding service to our clients by fielding client inquiries in an accurate and timely manner
Providing guidance and operational support to our Intermediary Clients
Responsible for phone, email, and service center support to our Intermediary Clients

Qualification

Series 7 licensingGeneral trading knowledgeFinancial asset servicingFidelity mainframe systemsClient service skillsProblem solving skillsAttention to detailTeamworkCreativityFast-paced environment

Required

Series 7 licensing required
General trading knowledge
1-2 years in financial asset/brokerage servicing
An ability to deliver high quality service to high profile clients
Attention to detail and quality a must
Provide outstanding service to our clients by fielding client inquiries in an accurate and timely manner
Professional teammate with a positive, self-motivated demeanor; capacity to think creatively
Ability to work in a fast-paced environment
Displays excellent problem solving and analytical skills

Preferred

BS/BA Degree (preferred; or at least 2 years' experience in financial services related field)
Experience with Fidelity mainframe systems preferred

Company

Fidelity Investments

twittertwittertwitter
Glassdoor4.3
company-logo
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

leader-logo
Abigail Johnson
Chairman & CEO
linkedin
leader-logo
Jeanmarie Ward
Senior Vice President of Architecture
linkedin

Recent News

The National News
Abu Dhabi's Mubadala joins global investors in $16bn Waymo funding round
2026-02-04
WebProNews
Musk’s $1.25 Trillion Gambit: How the SpaceX-xAI Merger Reshapes the Future of Space-Based Computing
2026-02-04
Tech Startups - Tech News, Tech Trends & Startup Funding
Alaffia Health raises $55M Series B to cut health plan claims waste with agentic AI
2026-02-04
Company data provided by crunchbase