This site uses cookies. To find out more, see our Cookies Policy

Advisor Service Representative in Smithfield, RI at Veritude

Date Posted: 9/24/2018

Job Snapshot

Job Description

Veritude is hiring Advisor Service Representatives at Fidelity Investments in Smithfield, RI.

These positions are to start on November  5th, 2018. 

 Fidelity’s goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. With assets under administration of $5.2 trillion, including managed assets of $2.1 trillion as of November 30, 2015, we focus on meeting the unique needs of a diverse set of customers: helping more than 24 million people invest their own life savings, nearly 20,000 businesses manage employee benefit programs, as well as providing nearly 10,000 advisory firms with technology solutions to invest their own clients’ money. Privately held for nearly 70 years, Fidelity employs 42,000 associates who are focused on the long-term success of our customers

The Fidelity Institutional Asset Management / Fidelity Advisor Client Services team provides best in class service to financial advisors and other institutional clients, by executing client requests and acting as a client advocate throughout the Fidelity organization. The Advisor Service Representative ensures customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquires received by phone.

What are we looking for? 

Individuals who:

  • Are highly motivated, learn quickly and perform well under pressure and in a fast-paced environment
  • Demonstrate strong communication skills and client focus
  • Can multitask and prioritize client requests and deliver timely and accurate solutions to client requests
  • Want to build and manage relationships with clients and internal business partners
  • Thrive in a team environment and demonstrate a willingness to assist other team members
  • Bring intellectual curiosity and are committed to continuous learning and personal development
  • Want to get involved in new assignments, projects and activities within the role in the Fidelity community 

What will you receive from Fidelity Investments?

  • Several weeks of paid training to build your skill sets
  • Ongoing training and personal development time to prepare you for long-term career growth and success
  • Weekly coaching and feedback from your direct manager, including career development guidance
  • Access to cutting edge tools and technology
  • Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas
  • Access to a variety of employee resource groups and volunteer opportunities within the community
  • Networking opportunities with Fidelity leaders and colleagues across the organization and region


  1. Sales Jobs
  2. Financial Advisor Jobs