What are the responsibilities and job description for the Client Service Associate, Institutional Client Group position at Fidelity Investments?
Job Description
The Role
The Client Service Associate is a key member of the Fidelity Institutional Asset Management Account Executive team—an experienced group of client service professionals dedicated to delivering exceptional service to the institutional investor marketplace.
In this role, you will manage new client implementation events across multiple distribution channels, partnering with teams across the organization to ensure a seamless and positive onboarding experience. You will build strong relationships with key stakeholders and collaborate effectively to support and service institutional clients.
The Expertise And Skills You Bring
You bring proven experience building and managing relationships with complex clients and internal partners. You excel in a fast‑paced environment, demonstrate strong organizational skills, and communicate complex information clearly—both verbally and in writing.
Qualifications
The Team
The Institutional Client Group (ICG) is the institutional distribution arm of Fidelity Institutional, managing investment relationships with large corporate and public-sector plan sponsors, as well as endowments and foundations.
ICG includes sales, relationship management, client service, and consultant relations teams. As part of this organization, you will contribute to delivering a broad suite of products and services, innovative investment tools and research, and a network of dedicated service professionals.
Certifications
Category:
Client Service
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.
The Role
The Client Service Associate is a key member of the Fidelity Institutional Asset Management Account Executive team—an experienced group of client service professionals dedicated to delivering exceptional service to the institutional investor marketplace.
In this role, you will manage new client implementation events across multiple distribution channels, partnering with teams across the organization to ensure a seamless and positive onboarding experience. You will build strong relationships with key stakeholders and collaborate effectively to support and service institutional clients.
The Expertise And Skills You Bring
You bring proven experience building and managing relationships with complex clients and internal partners. You excel in a fast‑paced environment, demonstrate strong organizational skills, and communicate complex information clearly—both verbally and in writing.
Qualifications
- Bachelor’s degree required
- 4 years of experience in the financial services industry; client-facing experience preferred
- Strong interest in investments and institutional clients
- Ability to engage effectively with stakeholders at all levels
- Series 7 and 63 may be required after hire (not required at the outset)
The Team
The Institutional Client Group (ICG) is the institutional distribution arm of Fidelity Institutional, managing investment relationships with large corporate and public-sector plan sponsors, as well as endowments and foundations.
ICG includes sales, relationship management, client service, and consultant relations teams. As part of this organization, you will contribute to delivering a broad suite of products and services, innovative investment tools and research, and a network of dedicated service professionals.
Certifications
Category:
Client Service
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.