Financial Client Services Associate – Finance & Insurance

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,…