Client Training Specialist - Wealth Client Experience

Fidelity Investments • Smithfield, RI

7d • Hybrid

About The Position

The Role We provide outstanding customer service to clients through innovation, dedication and commitment to quality! The Client Training Specialist is responsible for delivering product, operational services, and technical Wealthscape platform training, and consultative services to registered investment advisors (RIA’s) virtually or in person. We are considered a subject matter expert on the products and services the company offers and assist in the development of training materials and documentation. The Expertise You Have Bachelor’s degree or equivalent work experience Series 7 and 63 licenses required. Series 63 can be obtained within 90 days 4+ years of work experience in either a financial services or brokerage company Training Delivery experience preferred The Skills You Bring Proficiency with MS Office tools; specifically, Power Point and Excel Superior knowledge of FCCS products and services preferred Familiarity with Wealthscape preferred Excellent facilitation and presentation skills Outstanding communication and organizational skills Accurate attention to detail Effective project management skills and ability to work independently The Team Client Experience (CE) is part of Fidelity Wealth. CE drives the service strategy for client-facing businesses that serve the Fidelity Clearing & Custody Services (FCCS) market, which include banks and broker dealers on the National Financial (NF) platform and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators on the Institutional Wealth Management Services (IWMS) platform. CE also provides service support for single family, multi-family and wealthy family segments of Fidelity's Family Office (FFOS) business. Fidelity’s hybrid working model 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 every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite. NOTE: This role does not support sponsorship.

Requirements

• Bachelor’s degree or equivalent work experience
• Series 7 and 63 licenses required. Series 63 can be obtained within 90 days
• 4+ years of work experience in either a financial services or brokerage company
• Proficiency with MS Office tools; specifically, Power Point and Excel
• Excellent facilitation and presentation skills
• Outstanding communication and organizational skills
• Accurate attention to detail
• Effective project management skills and ability to work independently

Nice To Haves

• Training Delivery experience preferred
• Superior knowledge of FCCS products and services preferred
• Familiarity with Wealthscape preferred

Responsibilities

• delivering product, operational services, and technical Wealthscape platform training
• consultative services to registered investment advisors (RIA’s) virtually or in person
• assist in the development of training materials and documentation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level