Representative, Client Services - Sep 2026 (Westlake)

Job Description: Target Class Start Date: September 21, 2026 Are you customer-focused and striving to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes immersive paid training during onboarding!  **Associates in this role can work in Smithfield, RI or in Westlake, TX.  The Role  The Operations & Services Group (OSG) Client Services division is seeking entry-level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions, and processing client inquiries received by phone or in writing.  We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.  The Expertise/Skills You Bring  2 years of relevant experience in either call/contact center customer service and/or financial services operations  Excellent, proactive customer or client servicing skills, highly preferred  Experience working in a very dynamic environment managing competing priorities  Effective time management skills to meet deadlines  Self-motivated and has the desire to proactively take on additional responsibilities  Highly attentive to detail and organized, in order to execute on responsibilities efficiently  You are punctual, and demonstrate a strong dedication to attendance  You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes  You have phenomenal communication, influencing and problem-solving skills  Working experience multi-tasking and working in a fast-paced environment to meet processing time frames or deadlines  You have the desire to identify areas of improvement and be a part of developing the plan to implement change  You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty  Note: Fidelity will not provide immigration sponsorship for this position.  The Team  We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication, and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).  Certifications: Category: Brokerage Operations 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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy