Financial Client Services Associate – Finance & Insurance

Fidelity Investments is seeking a Financial Client Associate to support advisors and clients with account servicing, trading, and financial planning needs. You will handle client inquiries, process transactions, prepare reports, and help deliver tailored investment and retirement solutions. Partnering closely with advisors, you’ll ensure a seamless client experience while maintaining strict compliance and data accuracy. This role offers exposure to innovative digital platforms, robust training, and clear career paths in a collaborative, client-first culture committed to integrity and continuous learning. Support advisors with day-to-day client account servicing and inquiries Process account openings, transfers, trades, and other transactions accurately Respond to client calls and messages, delivering timely, high-quality service Prepare client reports, statements, and meeting materials using internal systems Assist with implementation of investment and retirement planning recommendations Ensure all activities meet regulatory, compliance, and documentation standards Leverage Fidelity’s digital tools and platforms to enhance client experience Collaborate with team members to resolve complex issues and improve processes Maintain accurate client data in CRM and portfolio systems Pursue ongoing training and certifications to deepen financial expertise Client account servicing Financial analysis Investment products knowledge Retirement planning support CRM and portfolio systems Data and report preparation Trade execution support Regulatory and compliance knowledge Microsoft Excel Customer communication Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k FINRA Series 7 (preferred) FINRA Series 63 or 66 (preferred) Progress toward CFP or similar designation (a plus)