Fidelity Investments Family Office Client Service Associate - Future Opportunity in Westlake, Texas

The Client Service Associate (CSA) role is part of the broader Fidelity Family Office (FFOS) Client Service Team serving the needs of our Ultra High Net Worth Clients. The CSA will provide operational support to the Client Management Team. Join us as a Client Service Associate where you will join a team of highly-skilled professionals whose focus is to exceed expectations and provide exemplary service to our clients.


The Team

Fidelity Family Office Services (FFOS) provides comprehensive technology, wealth management products and service excellence to family offices and their advisors. FFOS is seeking a Client Services Associate (CSA) to join the team to provide transaction and operational support to the Client Management Team. The team supports a division of Fidelity, serving the needs of their Ultra High Net Worth Clients. The CSA will be responsible for the accurate and timely processing and approval of transaction requests (including wires, journals, checks, EFT and DTC requests) and standing instructions. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems.


Fidelity Family Office Services (FFOS) was established in 2004 to serve the sophisticated needs of family offices. The firm provides custody, brokerage and investment services in addition to reporting and administrative capabilities. As a dedicated business unit, FFOS provides objective guidance and access to investment products as well as a seasoned service team to support the needs of family office executives so they can exceed the expectations of their family member clients. The Client Service Associate (CSA) will provide customer service and operational support to the Client Management Team (CMT). Training provided to ensure success in the role. Potential for career advancement within the CMT (Client Service Representative and Client Service Manager) as you grow and develop and gain knowledge supporting the Client Management Team in serving the needs of our Ultra High Net Worth Clients. Ideally, we would prefer a minimum of 2 years in the CSA role before applying for other CMT roles.


The Expertise You Have

  • BS/BA Degree (preferred; or at least 5 years experience in financial services related field)

  • Series 7 & 63 licensing required (or attained within 6 months of employment)

  • 1-3 years in financial asset/brokerage servicing with an emphasis on transactions and brokerage processing

  • Experience with High Net Worth Client Base is a plus

The Skills You Bring

  • **Strong processing skills and the ability to deliver high quality service to high profile clients

  • Attention to detail and quality a must.

  • Provide exceptional service to all of our clients by processing transaction requests in an accurate and timely manner

  • Solid organizational skills, with proven ability to multi-task, prioritize and meet deadlines.

  • Professional team player with a positive, self-motivated attitude; capacity to think "outside the box".

  • Ability to work in a fast paced deadline oriented environment

  • Displays excellent problem solving and analytical skills

  • Experience with Fidelity mainframe systems preferred

The Value You Deliver

  • Support divisional business needs, while maintaining a “client first” mentality.

  • Drive high satisfaction, quality and efficiency for both the client and Fidelity.

  • Deliver superior results quickly and efficiently, utilizing effective time management skills.

  • Drive innovation through curiosity and comprehensive understanding of business processes and challenges.

  • Bringing energy and excitement to your role every day.

  • Enhance the customer experience by delivering the highest level of processing excellence - Customer Obsessed!

  • Assist and advise client managers on complex transactions.

  • Perform research on not in good order (NIGO) items and conduct client call-outs to resolve issues if/when needed.

  • Ownership of client accommodation needs regarding service and problem resolution issues, with clear responsibility to escalate issues as appropriate within the team.

  • Assist with the prefill of applications/forms on large implementation onboarding and ad hoc projects.

  • Actively participate in meetings and process improvement initiatives.

  • Able to interact with all levels of management and business partners.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of ourdiverse and inclusiveworkplace where werespect and valueour associate for their unique perspectives and experiences. For information about working at Fidelity, visitFidelityCareers.com.

/Fidelity Investments is an equal opportunity employer./

Job: *Operations

Title: Family Office Client Service Associate - Future Opportunity

Location: TX-Westlake

Requisition ID: 1901329

Other Locations: US-MA-Boston