Advisor Services - Client Service Representative
Fidelity InvestmentsTexas, United States
Posted March 6, 2026
Full Time
About the Company
Fidelity Investments is a privately held company that values diversity and inclusion in the workplace.
Job Description
The Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity. The role involves providing customer support, processing transactions, and resolving issues.
Requirements
- Bachelor’s Degree preferred
- 2+ years of operations and/or service experience in the financial services industry
- Solid knowledge of operational business and processes
- Strong interpersonal, verbal and written communication skills
- Ability to manage workload and prioritize competing tasks or deadlines
- Commitment to continuous learning and personal development
Benefits
- Generous Paid Time Off
- 401k Matching
- Tuition Reimbursement
