Institutional Trade Support Specialist

1 week ago


Salt Lake, Utah, United States Fidelity Investments Full time
Job Overview

Fidelity Digital Asset Services is an emerging business unit dedicated to serving existing customers and a growing new customer base within the Fidelity enterprise. As an Institutional Trade Support Specialist, you will play a critical role in helping launch Institutional relationship capabilities within FDAS.

This is an exciting opportunity to bring the vision for the future to life, collaborating closely with Custody Operations, Technology Support, Relationship Managers, and Client Service Managers to ensure understanding of client trading and operational needs. You will drive overall satisfaction by providing exceptional service to clients while maintaining a 'client first' mentality.

About the Role

The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you must work closely with various teams to optimize the client experience at Fidelity and develop long-term client relationships and partnerships.

You will become a collaborative and resourceful member of the FDAS team, sharing best practices and driving successful results. With your knowledge and commitment, you will help deliver superior results quickly and efficiently, utilizing effective time management skills. You will actively participate in client meetings and client service reviews, driving innovation through curiosity and comprehensive understanding of business processes and challenges.

Key Responsibilities

- Supporting complex trading needs while maintaining a 'client first' mentality
- Optimizing the client experience at Fidelity and developing long-term client relationships and partnerships
- Providing exceptional service to all clients by processing their requests in an accurate and timely manner
- Driving high satisfaction, quality, and efficiency for both the client and Fidelity
- Delivering superior results quickly and efficiently, utilizing effective time management skills

Requirements

To succeed in this role, you should have:

- A Bachelor's Degree preferred
- 3+ years of trade & post-trade execution support & knowledge of trading and industry practices/tools
- In-depth knowledge of front-to-back trade lifecycle
- Knowledge of trading technologies & API/FIX & other trading frameworks
- Deep knowledge of institutional clients, accounts (e.g. hedge funds)
- Strong attention to detail & analytical skills
- Relationship building skills across teams, business units, and peers
- Proven delivery of world-class service experience
- Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, PowerPoint

About Fidelity Investments

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.

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

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. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

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