Analyzing, designing, implementing and supporting meter reading and collections systems at Xcel Energy. Managing reporting and ensuring accurate energy data measurement and billing.
SF
Hybrid Trade Service Analyst – Wealth Client Experience
Posted 5 days ago
About the role
- Trade Service Analyst in Trade Support organization troubleshooting and providing solutions to trade related issues for Institutional Wealth Services clients. Part of the team delivering service excellence for high profile clients.
Responsibilities
- Troubleshooting and offering guidance and solutions to trade related issues
- Provide outstanding service to our clients by fielding client inquiries in an accurate and timely manner
- Responsible for phone, email, and service center support to our Intermediary Clients
- Gain a solid understanding of Fidelity workflow systems
Requirements
- BS/BA Degree (preferred; or at least 2 years’ experience in financial services related field)
- Series 7 licensing required
- General trading knowledge
- 1-2 years in financial asset/brokerage servicing
- Attention to detail and quality a must
- Ability to work in a fast-paced environment
Benefits
- Health insurance
- Flexible working arrangements
- Professional development opportunities
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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