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Now viewing: Financial Client Services Associate - Finance & Insurance
FI
Fidelity Investments
Financial Client Services Associate - Finance & Insurance
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Job Description
Financial Client Services Associate
•
Finance & Insurance Date Posted:
28 September 2026
Closing Date:
October 28, 2026
Recruiter:
Fidelity Investments Location:
Latonia, Kentucky Salary:
USD80,000
to
USD110,000
Job Type & Industry:
Banking & Finance
•Investment, Banking & Finance
•
Retail, Insurance Contract Type:
Permanent Job Reference:
2990482970-2 Apply for this job now 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. Responsibilities Support advisors with day-to-day client account servicing and inquiries Process account openings, transfers, trades, and other transactions accurately Respond to client calls and messages, delivering timely, high-quality service Prepare client reports, statements, and meeting materials using internal systems Assist with implementation of investment and retirement planning recommendations Ensure all activities meet regulatory, compliance, and documentation standards Leverage Fidelity's digital tools and platforms to enhance client experience Collaborate with team members to resolve complex issues and improve processes Maintain accurate client data in CRM and portfolio systems Pursue ongoing training and certifications to deepen financial expertise Required Skills Client account servicing Financial analysis Investment products knowledge Retirement planning support CRM and portfolio systems Data and report preparation Trade execution support Regulatory and compliance knowledge Microsoft Excel Customer communication
Benefits
- Dental Insurance