Advisor Services - Client Service Representative

Job Description:

The Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) that custody their clients assets with Fidelity. You will work within a Service Team environment based on a service tier, which consists of dedicated lines of businesses and client service managers. You will work on all service and operational requests from a specific group of clients (or tier) and will be responsible for the overall service experience for those clients. You will be highly engaged in all areas of support relative to the activities of specific clients and business partners, including phone support and other alternative communication channels. You will work under moderate supervision to process routine, daily transaction volumes within scope of responsibility.

Many Client Service Representatives progress to the role of Client Manager. The Client Manager role has a clear promotional path starting at Client Manager I to Client Manager III with increasing responsibilities and scope of assets and number of firms supported.

The\u00A0Skills\u00A0You Bring\u00A0

• Bachelor s Degree preferred
• 2+ years of operations and/or service experience in the financial services industry
• You possess a solid knowledge of operational business and processes.
• You strive for customer satisfaction and by constantly seeking ways to improve the customer experience.
• You are proactive and can anticipate on opportunities to add extra value or resolve issues
• You demonstrate strong interpersonal, verbal and written communication, including answering all calls timely and professionally and listening carefully to the customer.
• You display curiosity in your work and find ways to continuously improve. You research and ask critical questions to gain clarity when face with new tasks or projects.
• You can manage your workload and prioritize competing tasks or deadlines effectively
• You are process oriented and adhere to processes and procedures to ensure the outputs are delivered effectively and efficiently
• You have a basic understanding of issue resolution/escalation and understand what resources are available for when escalation is necessary.
• You are committed to continuous learning and personal development

The\u00A0Value\u00A0You Deliver\u00A0

• Focusing on client satisfaction with specific attention in the areas of problem resolution, not in good order (NIGO) resolution, transaction processing and customer service.
• Contributing to a positive workplace environment and have a strong commitment to collaboration and shared success.
• Providing customer support through various communication channels (depending on tier)
• Providing exceptional service to all our clients by processing their requests in an accurate and timely manner.
• Delivering superior results quickly and efficiently, utilizing effective time management skills.
• Driving innovation through curiosity and comprehensive understanding of business processes and challenges.
• Bringing energy and excitement to your role every day.
• Assigned work that is moderately complex and requires understanding of resources to resolve. Leverages senior team members for more complex problems or issues.

How Your Work\u00A0Impacts\u00A0the Organization

The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!\u00A0 We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.\u00A0 Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at

or call

, prompt 2, option 2 if you would like to request an accommodation.

Fidelity Investments is an equal opportunity employer.

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

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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 Accommodation Team by sending an email to