Advisor Client & Fund Service Representative - Fidelity Investments

Smithfield, RI 02917

Posted: 11/30/2021 Industry: Customer Service/Call Center/Retail Job Number: 2726

Job Description

Skills for Rhode Island’s Future is recruiting candidates for Fidelity Investments. Please read more about Skills for Rhode Island’s Future at the end of this job description.

COMPANY NAME: Fidelity Investments
JOB TITLE: Advisor Client & Fund Service Representative 
Hours: Full-time

Job Description

The Advisor Client and Fund Services Representative supports institutional, corporate clients as well as Financial Representatives, Financial Representative Assistants, and shareholders, with a full range of servicing across the transfer agent spectrum by responding to inbound calls, performing trade execution, and acting as a client advocate throughout the Fidelity organization.

Key Responsibilities:

  • Provide world class service to Fidelity’s clients by ensuring their requests are fulfilled in an accurate and timely manner
  • Understand and demonstrate regulatory and risk obligations as appropriate to your role
  • Respond to inbound phones that could range from new account applications to transaction types such as redemptions, exchanges and cash investments
  • Support process improvements, business initiatives and special projects
  • Seek opportunities to enhance and grow knowledge in the technical functions required for the role


  • College degree and 1 year experience minimum preferred OR 3-4 years’ experience in lieu of higher education
  • Experience working within financial industry/service related industry- Preferred
  • Highly motivated, learn quickly and perform well under pressure and in a fast-paced environment
  • Demonstrate strong communication skills and client focus
  • Able to multitask and prioritize client requests and deliver timely and accurate solutions to client requests
  • Build and managing relationships with clients and internal business partners is a priority for you
  • Thrive in a team environment and demonstrate a willingness to assist other team members
  • Bring intellectual curiosity and are committed to continuous learning and personal development
  • Get involved in new assignments, projects and activities within the role in the Fidelity community is something you would strive for

How to Apply
For more information and a full job description, please visit Skills for Rhode Island’s Future website at Applicants interested in this position will be screened by Skills for Rhode Island’s Future and Fidelity Investments will make the final hiring decisions.

Why Apply Through Skills for Rhode Island’s Future
Our mission is focused on supporting unemployed and underemployed job seekers. Our goal is to get you back to work. Skills for Rhode Island’s Future’s team will guide and provide you with support throughout the hiring process. Skills for Rhode Island’s Future has agreements with employers to recruit talent like you, making us a resource to get the unemployed and underemployed job seeker back to work.

Meet Your Recruiter

Nicholas Rayta

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