1 client support associate jobs found in Merrimack

Fidelity Investments Job Description: The Role Supporting the operations of the Fidelity Compliance Programs by daily monitoring of trade activities for specific equity, fixed income and alternative funds and accounts to ensure that their investment policy limitations are followed Communicating client, regulatory, prospectus, Board, and internal policies to portfolio managers and traders Educating portfolio managers and traders on applicable fund/account guidelines and trading policies; and implementing effective mechanisms to provide timely reporting Monitoring complex investment strategies Providing AMC management with information on current trends and issues recognized during assignments and recommend plans for improvement This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working . The Expertise and Skills You Bring Bachelor's degree in a business discipline (finance, general...