Client Support Specialist - Greater Charlotte, NC Area (REMOTE)

Fidelity Investments Inc.; United States; Hybrid; USD 54,000 - 70,000; Full time

Benefits offered by this job

Virtual training

Work from home capability

Job summary

Fidelity Investments Inc. is seeking a remote, licensed Client Support Specialist to serve the Greater Charlotte Metro area. You will work from home but must reside near Charlotte for occasional in-person collaboration.

Training is virtual, and you’ll support high-net-worth clients with assets $250k to $1M. Responsibilities include inbound calls, guidance on investments, and processing service requests. Series 7 is required; Series 63 preferred.

Qualifications

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

Responsibilities

• Engaging with customers via inbound calls and providing product and service guidance.
• Processing customer requests including options, equities, mutual funds and fixed income trades.

Skills

General financial planning concepts

Customer service

Consultative skills

Job description

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

Charlotte, Huntersville, Ballantyne

Note: Fidelity will not provide immigration sponsorship for this position.

Client Support Specialist

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte 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.

ThePurposeof Your Role

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.

TheValueYou Deliver

• 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

TheExpertiseWe’re Looking For

• 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

TheSkillsYou Bring

• 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

Our Investments in You

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 ourbenefit programsare designed to help you and your family strike the right balance.

Fidelity’s Onsite Working Model
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.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.