Client Training Specialist

Smithfield, RI

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Job Description:

Business Overview

Client Experience (CE) is an independent division under Fidelity Institutional (FI). CE drives the service strategy for FI's client-facing businesses that serve the Fidelity Clearing & Custody (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, multifamily 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 a high profile position responsible for delivering product, operational services, and technical training, and consultative services to Registered Investment Advisors in person or via the web. As part of this role, we assist in the development of training materials and documentation because they are considered a subject matter expert on the products and services the company offers.

The Expertise We’re Looking For

  • 7+ years of work experience in either a financial services or brokerage company
  • Undergraduate degree required
  • Travel required – approximately 25% (Pre/Post COVID)

The Skills You Bring

  • Prior training experience is preferred
  • Series 7 and 63 licenses required
  • Excellent facilitation and presentation skills are essential
  • Outstanding communication skills, organization, accuracy, and detail orientation.
  • Proficiency with MS Office; specifically PowerPoint and Word
  • Superior knowledge of Fidelity brokerage policy and procedures; knowledge of FCCS products and services preferred
  • Ability to work independently with minimal direction

The Value You Deliver

Training Delivery – Deliver web-based, telephone-based, video-based, and/or on-site training, standard methodologies and feedback to Registered Investment Advisors 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 to 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 own day-to-day work contributes to and aligns with company strategies and plans.

Relationship Management – Demonstrates integrity & flexibility and understands roles, boundaries & mutual expectations, while establishing rapport when working with RIA Clients, Bank Trust, and 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:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources to support you at all stages of your life. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Backup dependent care
  • Maternity & parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave)
  • Dependent care flexible spending account (FSA)

Wellness Programs

  • On-site health & wellness centers
  • Fitness reimbursement program
  • Nutritional counseling
  • Healthy dining program

Retirement Planning

  • 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
  • For eligible associates, Fidelity may make an annual Profit Sharing contribution of up to 10% of your eligible compensation.*

Health & Insurance

  • Medical coverage
  • Dental & vision coverage
  • Disability Insurance
  • Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA)

Education Benefits

  • Student loan assistance – helping you pay down your loans so you can save on interest, with up to $15K in contributions
  • Tuition reimbursement program

* Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution.

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Fidelity creates a work environment for people to flourish

Our Commitment to Diversity and Inclusion

“Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

Job Description:

Business Overview

Client Experience (CE) is an independent division under Fidelity Institutional (FI). CE drives the service strategy for FI's client-facing businesses that serve the Fidelity Clearing & Custody (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, multifamily 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 a high profile position responsible for delivering product, operational services, and technical training, and consultative services to Registered Investment Advisors in person or via the web. As part of this role, we assist in the development of training materials and documentation because they are considered a subject matter expert on the products and services the company offers.

The Expertise We’re Looking For

  • 7+ years of work experience in either a financial services or brokerage company
  • Undergraduate degree required
  • Travel required – approximately 25% (Pre/Post COVID)

The Skills You Bring

  • Prior training experience is preferred
  • Series 7 and 63 licenses required
  • Excellent facilitation and presentation skills are essential
  • Outstanding communication skills, organization, accuracy, and detail orientation.
  • Proficiency with MS Office; specifically PowerPoint and Word
  • Superior knowledge of Fidelity brokerage policy and procedures; knowledge of FCCS products and services preferred
  • Ability to work independently with minimal direction

The Value You Deliver

Training Delivery – Deliver web-based, telephone-based, video-based, and/or on-site training, standard methodologies and feedback to Registered Investment Advisors 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 to 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 own day-to-day work contributes to and aligns with company strategies and plans.

Relationship Management – Demonstrates integrity & flexibility and understands roles, boundaries & mutual expectations, while establishing rapport when working with RIA Clients, Bank Trust, and 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:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources to support you at all stages of your life. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Backup dependent care
  • Maternity & parental leave (Up to 16 weeks of paid maternity leave and 12 weeks of paid parental leave)
  • Dependent care flexible spending account (FSA)

Wellness Programs

  • On-site health & wellness centers
  • Fitness reimbursement program
  • Nutritional counseling
  • Healthy dining program

Retirement Planning

  • 401(k) Retirement Savings Plan: Eligible associates can make pre-tax and/or Roth after-tax contributions, and Fidelity will match you contributions dollar-for-dollar up to 7% of your eligible compensation.
  • For eligible associates, Fidelity may make an annual Profit Sharing contribution of up to 10% of your eligible compensation.*

Health & Insurance

  • Medical coverage
  • Dental & vision coverage
  • Disability Insurance
  • Fidelity Health Savings Accounts (HSA) and Health Flexible Spending Accounts (FSA)

Education Benefits

  • Student loan assistance – helping you pay down your loans so you can save on interest, with up to $15K in contributions
  • Tuition reimbursement program

* Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Fidelity creates a work environment for people to flourish

Our Commitment to Diversity and Inclusion

“Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

Apply
Create Job Alert
Back to Search