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Financial Client Services Associate - Finance & Insurance

Fidelity InvestmentsUnited States🇺🇸United StatesPosted Oct 1, 2026

Quick Overview

Seniority
Mid Senior
Work mode
Hybrid
Location
United States
Posted
6 days ago

Job Description

Fidelity Investments is seeking a Financial Client Associate to support advisors and clients with account servicing, trading, and financial planning needs. You will handle client inquiries, process transactions, prepare reports, and help deliver tailored investment and retirement solutions. Partnering closely with advisors, you’ll ensure a seamless client experience while maintaining strict compliance and data accuracy. This role offers exposure to innovative digital platforms, robust training, and clear career paths in a collaborative, client-first culture committed to integrity and continuous learning.

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