Representative, Client Services - September 2025 (Westlake)

Job Description:

Target Class Start Date: September 8, 2025

Are you customer focused and also strive to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes an immersive paid training during onboarding!

**Associates in this role can work in Smithfield, RI or in Westlake, TX.

The Role

The Operations & Services Group (OSG) Client Services division is seeking entry level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing.

We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.

The Expertise/Skills You Bring

• 2+ years of relevant experience in either call/contact center customer service and/or financial services operations

• Excellent, proactive customer or client servicing skills, highly preferred

• Experience working in a very dynamic environment managing competing priorities

• Effective time management skills to meet deadlines

• Self-motivated and has the desire to proactively take on additional responsibilities

• Highly attentive to detail and organized, in order to execute on responsibilities efficiently

• You are punctual, and demonstrate a strong dedication to attendance

• You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes

• You have phenomenal communication, influencing and problem-solving skills

• Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines

• You have the desire to identify areas of improvement and be a part of developing the plan to implement change

• You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).

Certifications:

Category:

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.