What are the responsibilities and job description for the Client Training Specialist position at Fidelity Investments?
Job Description
Business Overview
Client Experience (CE) is part of Fund and Brokerage Operations and Technology (FBOT), a division under Fidelity Institutional (FI). CE drives the service strategy for FI's 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 Services (IWS) platform. CE also provides service support for single family, multi-family and wealthy family segments of Fidelity's Family Office (FFOS) business.
The Purpose of Your 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 RIA’s in person or virtually. As part of this role, we assist in the development of training materials and documentation because we are considered a subject matter expert on the products and services the company offers.
The Expertise We’re Looking For
Training Delivery - Delivers web/video-based and/or on-site training on products, services, and policies and procedures to drive operational efficiencies
Project Management - Leads individual assignments and updates resourcing tool to allow for capacity planning and provide status on client training
Business Knowledge - Demonstrates ability to navigate the Custody organization through developing a network of contacts that help yield targeted results and understanding how day-to-day work contributes to and aligns with company strategies and plans
Relationship Management - Demonstrates integrity and flexibility, understands roles, boundaries and mutual expectations, while establishing rapport when working with RIA Clients, Bank Trust, Retirement Advisors and Record Keepers
Interpersonal: Communication, Collaboration, and Leadership -
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category
Training
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.
Business Overview
Client Experience (CE) is part of Fund and Brokerage Operations and Technology (FBOT), a division under Fidelity Institutional (FI). CE drives the service strategy for FI's 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 Services (IWS) platform. CE also provides service support for single family, multi-family and wealthy family segments of Fidelity's Family Office (FFOS) business.
The Purpose of Your 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 RIA’s in person or virtually. As part of this role, we assist in the development of training materials and documentation because we are considered a subject matter expert on the products and services the company offers.
The Expertise We’re Looking For
- 4 years of work experience in either a financial services or brokerage company
- Undergraduate degree required
- Travel required – approximately 15% (Pre/Post COVID)
- Prior training experience preferred
- Series 7 & 63 licenses required
- Excellent facilitation and presentation skills are essential
- Outstanding communication, organization, accuracy, and attention to detail
- Proficiency with MS Office; specifically PowerPoint and Word
- Superior knowledge of FCCS products and services preferred
- Familiarity with Wealthscape preferred
- Ability to manage projects and work independently with minimal direction
Training Delivery - Delivers web/video-based and/or on-site training on products, services, and policies and procedures to drive operational efficiencies
Project Management - Leads individual assignments and updates resourcing tool to allow for capacity planning and provide status on client training
Business Knowledge - Demonstrates ability to navigate the Custody organization through developing a network of contacts that help yield targeted results and understanding how day-to-day work contributes to and aligns with company strategies and plans
Relationship Management - Demonstrates integrity and flexibility, understands roles, boundaries and mutual expectations, while establishing rapport when working with RIA Clients, Bank Trust, Retirement Advisors and Record Keepers
Interpersonal: Communication, Collaboration, and Leadership -
- Communicates clearly and appropriately with peers and business partners by articulating personal views and ideas while adjusting communication style to meet a variety of personality styles
- Cultivates relationships in and out of the department to build an informal network of people who can provide information and support needed to complete project tasks and demonstrates a dedication to team goals
- Supports business decisions, raises issues when quality standards do not agree with business goals and knows when to follow and when to lead in making business decisions
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category
Training
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.
