Client Training Specialist - Clearing

$63,000 - $100,000/Yr

Fidelity Investments - Jersey City, NJ

Full-time - Mid Level

Onsite - Jersey City, NJ

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Client Training Specialist plays a crucial role in delivering product, operational services, and technical training to Broker Dealer and RIA employees. This high-profile position involves developing training materials and providing consultative services, ensuring outstanding customer service through innovation and commitment to quality.

Responsibilities

• Deliver web-based, telephone-based, video-based, and/or on-site training to Broker Dealers on products, services, and policies.
• Assist in the development of training materials and documentation as a subject matter expert.
• Work closely with the Client Training Strategist and Client Training Consultant for onboarding clearing events, leading assigned tasks within specified timeframes.
• Lead individual assignments and update resourcing tools for capacity planning and client training status.
• Demonstrate ability to navigate the Clearing and Custody organization and develop a network of contacts for targeted results.
• Establish rapport with Clearing and Custody clients, demonstrating integrity and flexibility.

Requirements

• 7+ years of work experience in financial services or brokerage company.
• Undergraduate degree required.
• Series 7 required, must obtain Series 63 within 90 days.
• Excellent facilitation and presentation skills.
• Outstanding communication skills, organization, accuracy, and detail orientation.
• Proficiency with MS Office, specifically PowerPoint and Word.
• Superior knowledge of Fidelity brokerage policy and procedures; knowledge of FCCS products and services preferred.
• Ability to work independently with minimal direction.

Nice-to-haves

• Prior training experience is preferred.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.