Client Support Specialist - Greater Houston, TX Area (REMOTE)

Ativesite; Houston (TX); Remote; USD 45,000 - 65,000; Full time

Job summary

Fidelity Investments is seeking a Client Support Specialist to join a fast-paced, team-oriented environment serving high-net-worth clients with complex service needs. The role emphasizes relationship-building, accurate trade processing, and proactive problem resolution.

Onsite role with standard FINRA licensing requirements. You will contribute to loyalty and business development while maintaining strong communication with clients and internal teams.

Qualifications

• Series 7 and Series 63 licenses or ability to obtain within 90 days.
• 2-3 years of financial services experience.
• Strong communication skills, both verbal and written.

Responsibilities

• Handle inbound calls and provide product and service guidance.
• Process transactions including options, equities, mutual funds and fixed income trades.
• Support high-net-worth clients to increase loyalty and identify business opportunities.

Skills

Financial services experience

Financial planning concepts

Customer service

Verbal & written communication

Time management

Relationship building

Tools

Series 7

Series 63

Job description

Fidelity will not provide immigration sponsorship for this position.

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:

Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy
Champion Forest

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 our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.

Expertise You Have

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience

Skills You Bring

• Broad based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Strong verbal and written communication skills
• Ability to effectively influence others
• Robust time management and organizational skills

Value You Deliver

• Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

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.