Wealth Client Support Specialist

Fidelity Investments Inc.

Fidelity Investments Inc. is seeking a Client Support Specialist to assist high net worth clients with complex service and investment needs.

You will handle inquiries, process transactions across options, equities, mutual funds, and fixed income, and aim to strengthen loyalty and drive opportunities. The role requires Series 7 and Series 63 (or ability to obtain within 90 days), plus 2–3 years of financial services experience, excellent communication, and strong time-management skills.

#J-18808-Ljbffr

Apply

Vacancy posted 5 hours ago

Similar jobs that could be interesting for youBased on the Wealth Client Support Specialist in Indianapolis, IN vacancy

Remote Client Support Specialist
...Were seeking a reliable and customer-focused Customer Service Representative to support clients by managing communications, coordinating service details, and ensuring a smooth experience from start to finish. This fully remote role is ideal for someone who enjoys...
Suggested
Remote work
Traveling with Mchaila
Indianapolis, IN
1 day ago
Remote Client Support Specialist
...Hellosunshinetravels is seeking a professional Remote Customer Service Representative to join our growing team. In this role you will support clients by providing exceptional service, managing communications, and ensuring details are handled accurately in a fully remote...
Suggested
Remote work
Hellosunshinetravels
Indianapolis, IN
5 days ago
Remote Client Support Specialist
...BluHouse Virtual Call Center, LLC | Full time Remote Client Support Specialist Indianapolis, United States | Posted on 10/09/2026 The workforce has shifted, and more people are looking for work that fits their life without sacrificing structure or stability. At Bluhouse...
Suggested
Extra income
Full time
Remote work
Work from home
Flexible hours
Shift work
Weekend work
Zohorecruit
Indianapolis, IN
3 days ago
Client Support Specialist - Greater Indianapolis, IN Area (REMOTE)
...listed below: Indianapolis, Carmel Note: Fidelity will not provide immigration sponsorship for this position. As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with...
Suggested
Full time
Remote work
Fidelity Investments Inc.
Indianapolis, IN
5 hours ago
Commercial Client Support Specialist
...Job Description Job Description First Merchants Bank is seeking a Commercial Client Support Specialist to join our team! This position will serve a critical role as a specialist partner to the Commercial Banking team by driving the successful processing of commercial...
Suggested
Work at office
Flexible hours
First Merchants Bank
Indianapolis, IN
a month ago
Client Support Specialist
...Provides timely and courteous service to internal and external clients by researching, analyzing and resolving service requests and complaints... ...management when appropriate. Provides recruiting and marketing support by maintaining materials, compiling data, and submitting...
Work experience placement
Work at office
Home office
Western & Southern
Indianapolis, IN
5 days ago
Small Business Client Support Specialist
...Job Description Job Description First Merchants Bank is seeking a Small Business Client Support Specialist to join our team! This position will Serve a critical role as a specialist partner to the Small Business Banking team by driving successful processing of commercial...
Bank staff
Work at office
Flexible hours
First Merchants Bank
Indianapolis, IN
a month ago
Desktop Support Specialist
...JOB TITLE: Desktop Support Specialist DEPARTMENT: Information Technology LOCATION: Indianapolis, IN REPORTS TO: IT Service Manager STATUS: Full-time __________________________________________________________________________ SCOPE Assist the staff...
Full time
Work at office
Remote work
Weekend work
Heartland Food Products Group
Indianapolis, IN
4 days ago
Desktop Support Specialist
...Spotlight is working on a 2-month contract Desktop Support Technician role with a national commercial equipment service company in Fishers, IN. This role is fully on-site and is a tier 1/2 support position covering the local office, with a start date in late October....
Full time
Contract work
For subcontractor
Work at office
Local area
Visa sponsorship
Spotlight Inc.
Fishers, IN
10 hours ago
Biomedical Equipment Support Specialist (Imaging)
...As a Biomedical Equipment Support Specialist (BESS) specialized in imaging equipment within aHealthcare Technology Management (HTM) department at a VA facility. Works in support of the medicalequipment management program. In addition to dues at the full performance level...
Apprenticeship
Internship
US-Department-of-Veterans-Affair
Indianapolis, IN
5 days ago
Route Support Specialist
...The Route Support Specialist serves as the communications hub of our Route Department. A customer-facing Support Specialist who helps keep everything running smoothly behind the scenes. This part-time role focuses on answering phones, addressing customer needs, documenting...
Part time
Monday to Friday
Classic Cleaners
Indianapolis, IN
1 day ago
School-Based Support Specialist (IPS)
...School Based Support Specialist The School Based Support Specialist delivers intensive outpatient case management to youth in a school setting... .... Initiative-taking with a commitment to high-quality, client-centered care. Ability to respond appropriately in crisis...
Full time
Work at office
Local area
Shift work
Brightlitalent
Indianapolis, IN
1 day ago
Biomedical Equipment Support Specialist (Imaging)
$144k
...Biomedical Equipment Support Specialist (Imaging) Department: Department of Veterans Affairs Location: Indianapolis, Indiana Schedule: M-F 7-3:30 or M-F 8-4:30, Compressed Schedule Available. Start time between 6:00am and 8:00am As a Biomedical Equipment...
Permanent employment
Full time
For contractors
Remote work
Relocation package
Flexible hours
VETERANS HEALTH ADMINISTRATION
Indianapolis, IN
4 days ago
CBRN Support Specialist (TSS Level I)
...the U.S. Department of Defense and other federal government clients while benefiting the Native Hawaiian community. Aloha (sharing... ...available. Check back often for new positions! Technical Support Specialist (TSS Level I) Mahalo for your interest in this role!...
Contract work
For contractors
Work at office
Flexible hours
Shift work
Weekend work
Dawson
Indianapolis, IN
5 days ago
Community Support Specialist
...trauma informed, person centered services to individuals and families with behavioral health and community based support needs. The Community Support Specialist plays a vital role in helping individuals build skills, access resources, strengthen natural supports, and...
Local area
Work from home
Brightspring Home Health - Pensacola
Indianapolis, IN
1 day ago
Biomedical Equipment Support Specialist (Imaging)
$144k
...Summary As a Biomedical Equipment Support Specialist (BESS) specialized in imaging equipment within aHealthcare Technology Management (HTM) department at a VA facility. Works in support of the medicalequipment management program. In addition to dues at the full performance...
Permanent employment
Full time
Part time
For contractors
Apprenticeship
Work experience placement
Internship
Seasonal work
Remote work
Trial period
Relocation package
Flexible hours
VETERANS HEALTH ADMINISTRATION
Indianapolis, IN
1 day ago
Biomedical Equipment Support Specialist (Imaging)
$144k
...Job Title Duties Functions or Scopes of Practice Manages imaging systems and databases. Configures and supports interfaces on imaging equipment and clinical systems. Coordinates and implements cybersecurity measures and disaster recovery plans....
Permanent employment
Full time
For contractors
Remote work
Relocation package
Flexible hours
US Department of Veterans Affairs
Indianapolis, IN
2 days ago
Recovery Support Specialist
...pm / 11pm - 7:30 am POSITION OVERVIEW: The Recovery Support Specialist (RSS) provides direct support and supervision to patients receiving... ...patient-centered recovery approaches. Aids and instructs clients in facilitation and presentation of the RCA Clinical...
Work at office
Local area
Shift work
Night shift
Recovery Centers of America
Indianapolis, IN
5 days ago
Enabling Support Specialist
$53.4k - $99.2k
...matters. The Position The P&C Enabling Support Network (ESN) is a self-organized global Network of P&C Enabling Support Specialists supporting the P&C world-wide integrated... ...Specialist is a passionate, agile, client focused professional, located in a global...
Work experience placement
Local area
Relocation package
3 days per week
Roche Holding AG
Indianapolis, IN
1 day ago
(2) Behavior Support Specialist
...Assist with case-management and team problem-solving with other behavioral specialists, agency personnel, and other appropriate professionals on a regular basis. Actively support the vision and mission statement of Family Development Services. Participate...
Family & Developmental Services, Inc.
Indianapolis, IN
5 days ago
RESIDENTIAL SUPPORT SPECIALIST-OVERNIGHT SHIFT
...Effectively responds to and manages crisis situations, which may include client physical aggression, utilizing prescribed verbal intervention... ...ability to assist in lifting, maneuvering, and physically supporting individuals up to 200 pounds; ability to lift up to 35 pounds....
Flexible hours
Shift work
Night shift
Weekend work
Safe Response
Indianapolis, IN
5 days ago
Sales Support Specialist
...Sales Support Specialist (Open)Location: Indianapolis, IN - Morris - Retail shopHow Will You Contribute and Grow?We are committed to building... ...availability and confirm transparent pricing for our clients.Are You a Match?Required Qualifications:High School Diploma...
Full time
Temporary work
For contractors
Work at office
Airgas
Indianapolis, IN
3 days ago
Community Support Specialist
...Job Description: A Community Support Specialist helps individuals adapt to living in their communities by creating personalized plans... ...comprehensive mental health services. Their goal is to empower clients and their families to build strong foundations for long-term...
Full time
Work experience placement
Local area
Shift work
Brightli
Indianapolis, IN
3 days ago
Remote Reservation Support Specialist
...Remote Careers is seeking an organized Reservation Support Agent to assist customers with reservation inquiries, available options, updates, and general support. The ideal candidate is detail-oriented, comfortable researching information, and committed to providing professional...
Remote work
Remote Careers
Fishers, IN
4 days ago
Legal Support Specialist
...Millenniumsoft, Inc. is seeking a Legal Analyst to support the IHCDA Legal Department in Indianapolis, IN on a contract basis. The role involves handling multiple legal projects, drafting contracts and notices, and coordinating with outside counsel and court officials....
Contract work
MILLENNIUMSOFT
Indianapolis, IN
1 day ago
Biomedical Equipment Support Specialist (Imaging)
...Biomedical Equipment Support Specialist (BESS) Specialized In Imaging EquipmentAs a Biomedical Equipment Support Specialist (BESS) specialized in imaging equipment within a Healthcare Technology Management (HTM) department at a VA facility. Works in support of the medical...
US Government Jobs
Indianapolis, IN
1 day ago
Program Support Specialist
$24.99 per hour
...Program Support Specialist ID: AIN1-018 Location: Indianapolis Program: ACE Wage/Hr: $24.99 Hours/Week: 32 Minimum Age: 55 Disclaimer: This is not a federal position. This role is offered through a partnership agreement...
Full time
Contract work
Temporary work
Part time
Work at office
National Experienced Workforce Solutions
Indianapolis, IN
4 days ago
School-Based Support Specialist (IPS)
...Job Description: Job Title: School Based Support Specialist Location: Greenwood, IN Department: School-Based Services Employment... ...• Demonstrated initiative and commitment to high-quality, client-centered care. • Ability to respond appropriately and...
Full time
Temporary work
Part time
Work at office
Local area
Monday to Friday
Flexible hours
Shift work
Brightli
Indianapolis, IN
4 days ago
Crisis Certified Peer Support Specialist
...Description: Job Title: Certified Peer Specialist Location: Indianapolis, IN... ...You will play a vital role in providing support to individuals seeking help for the first... ...In this role, you will collaborate with clients to develop personalized treatment plans,...
Full time
Temporary work
Local area
Brightli
Indianapolis, IN
1 day ago
AV Service and Support Specialist
...POSITION OVERVIEW: The primary role of the Service & Support Specialist includes the repair, operation, maintenance, and troubleshooting... ...creatively to find solutions. · Provide technical assistance to clients and event organizers · Provide accurate and detailed...
Full time
Work at office
Remote work
Pixel Technologies
Indianapolis, IN
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Support Specialist. Be the first to apply!