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Fidelity Net Jobs in Rochester, NY (NOW HIRING)

ELS

Client Service Specialist

Pittsford, NY · On-site

$38.46 - $43.17/hr

... high net worth individuals and institutional clients * Excellent written, verbal and listening ... Experience with Fidelity and Schwab platforms, a plus * Proficiency in Microsoft Office suite ...

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Fidelity Net information

What are some common challenges faced by professionals working with Fidelity Net, and how can they be addressed?

Professionals working with Fidelity Net often encounter challenges such as adapting to evolving financial regulations, integrating complex client portfolios, and managing high client expectations for digital security and service speed. Staying current with industry regulations and regularly participating in training helps address compliance issues. Collaboration with IT and compliance teams is crucial to ensure smooth integration and robust security. Building strong communication skills and maintaining an agile approach to problem-solving will help professionals thrive in this dynamic environment.

What is a Fidelity Net representative?

A Fidelity Net representative typically refers to a professional working for Fidelity Investments, one of the largest financial services corporations in the world. These representatives assist clients with their investment accounts, retirement planning, and other financial services offered by Fidelity. They provide guidance on using Fidelity's online platforms (sometimes called 'Fidelity NetBenefits'), answer questions about account management, and help resolve any issues clients may encounter. Their role is crucial in ensuring clients have a smooth and secure experience managing their financial assets online.

What are the key skills and qualifications needed to thrive as a Fidelity Net Developer, and why are they important?

To thrive as a Fidelity Net Developer, you need strong programming skills in .NET frameworks, C#, and experience with financial systems, usually supported by a degree in computer science or related fields. Familiarity with tools like Visual Studio, SQL Server, and version control systems such as Git, as well as knowledge of industry-specific platforms like Fidelity's APIs, is typically required. Excellent problem-solving abilities, collaboration, and effective communication are soft skills that help developers excel in this role. These skills and qualifications are crucial for delivering secure, compliant, and reliable financial software solutions in a highly regulated environment.

What is the difference between Fidelity Net and Fidelity Financial Advisor?

AspectFidelity NetFidelity Financial Advisor
CredentialsTypically requires basic financial knowledge, certifications varyRequires FINRA licenses, Series 7, 63, or 66, and often CFP certification
Work EnvironmentOnline platform, remote or in-office supportClient-facing, in-person or virtual meetings
Employer & Industry UsageUsed internally for account management and client accessCustomer-facing role providing financial advice and planning
Search & Comparison IntentUnderstanding platform features vs. advisor servicesSeeking financial planning and personalized advice

Fidelity Net primarily refers to the online platform used for managing accounts and accessing financial information. In contrast, Fidelity Financial Advisor involves direct interaction with clients, offering personalized financial planning and advice. While Fidelity Net focuses on digital account management, Fidelity Financial Advisor emphasizes client relationship management and financial consulting.

What are popular job titles related to Fidelity Net jobs in Rochester, NY? For Fidelity Net jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Fidelity Net jobs in Rochester, NY look for? The top searched job categories for Fidelity Net jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Fidelity Net jobs? Cities near Rochester, NY with the most Fidelity Net job openings:
Fidelity Net jobs near you
Infographic showing various Fidelity Net job openings in Rochester, NY as of July 2026, with employment types broken down into 61% Full Time, and 39% Part Time. Highlights an 100% In-person job distribution.
Client Service Specialist

Client Service Specialist

ESL Federal Credit Union

Pittsford, NY • On-site

$38.46 - $43.17/hr

Full-time

Re-posted 4 days ago

Job description

Opening at Alesco Advisors, an ESL Company

The office location for this position is at Tobey Village office Park in Pittsford NY.

Hours:

40

Schedule: 

Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs. 

Comprehensive Benefits:

Please visit www.alescoadvisors.com for additional information on Alesco Advisors, an ESL Company.

Pay: 

$38.46-$43.17 per hour

Purpose of Position:

The Client Service Specialist’s primary responsibilities include account administration and servicing the firm’s individual and institutional clients, while providing direct support to Advisors in managing client relationships and onboarding new business.

The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients

Accountabilities:
  • Process client money movement requests (wire transfers, check requests, ACH transfers), confirm completion, and follow-up with client
  • Open new accounts by preparing and processing both custodial and firm required documentation which includes the collection of client information
  • Process client directives
  • Act as client liaison between client and custodians, establish professional working relationship for all parties – client, custodian and firm
  • Direct communication with prospects and clients (in person, Zoom, phone, email)
  • Communicate with internal departments regarding client updates/changes
  • Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
  • Maintain client data base (salesforce)
  • Assist in the coordination/scheduling of client meetings
  • Provide phone coverage, greet clients, distribute mail, as needed
  • Perform projects and prioritize tasks
Qualifications:
  • Minimum of 5 years relevant experience in the investment advisory/wealth management industry, servicing both high net worth individuals and institutional clients
  • Excellent written, verbal and listening skills
  • Motivated and self-starter
  • A collaborative team player, able to work with and through others
  • Client focused
  • Strong IT skills
  • Experience with Fidelity and Schwab platforms, a plus
  • Proficiency in Microsoft Office suite (Excel, Word, Outlook) and DocuSign

Key Competencies:

  • Highly motivated with the ability to multi-task and work in a deadline driven environment
  • Exceptional attention to detail and accuracy
  • Effective time management, prioritization of tasks, and overall organization a must
  • Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior level audiences
  • Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

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