Client Support Specialist

Client Support Specialist

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-State area! While you will work from home, you must reside near the Greater Tri-State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.

As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.

Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools

You have a broad-based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Ability to effectively influence others and use consultative skills to enrich the customer experience

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $44,000-80,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Certifications: Series 07 - FINRA, Series 63 - FINRA

Category: Customer Service, Relationship Management, Sales