Trade Service Analyst - Wealth Client Experience

Fidelity Investments • Smithfield, RI

1d • Hybrid

About The Position

The Role As a Trade Service Analyst, in the Trade Support organization, you will be troubleshooting and offering guidance and solutions to trade related issues. You will be part of the broader Client Experience, (CE) Trade Support Team serving the needs of our Institutional Wealth Services and Fidelity Family Office Support clients. Join us as a Manager/Analyst where you will join a team of highly skilled professionals whose focus is to go above and beyond and provide outstanding trade support services to our Registered Investment Advisor (RIA) and Separate Account Manager (SAM) clients. The Team The Trade Service Team in CE provides comprehensive technology and managed product support while delivering service excellence to our clients. CE is seeking a Trade Service Manager/Analyst to join the team to provide guidance and operational support to our Intermediary Clients. The manager/analyst will be responsible for phone, email, and service center support to our Intermediary Clients. To be successful in this role, one must have or gain a solid understanding of several Fidelity workflow systems. Note: This requisition is in place for sourcing and interviewing for future hiring in 2026. This role does not support sponsorship for immigration. Certifications: Category: Brokerage Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! 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. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [e-mail] For roles based in Germany: Contact [e-mail] Fidelity Privacy Policy

Requirements

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

Responsibilities

• troubleshooting and offering guidance and solutions to trade related issues
• providing outstanding trade support services to our Registered Investment Advisor (RIA) and Separate Account Manager (SAM) clients
• providing phone, email, and service center support to our Intermediary Clients

What This Job Offers

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