Trade Service Analyst - Wealth Client Experience

Title: Trade Service Analyst - Wealth Client Experience

Locations: 

Smithfield, RI

Westlake, TX

time type

Full time

Hybrid

job requisition id

2123981

Job Description:

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 Expertise and Skills You Bring

• 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

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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

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.