Client Support Specialist - Greater Miami, FL Area (REMOTE)

Fidelity Investments Inc.; Boca Raton (FL); Remote; USD 50,000 - 70,000; Full time

Job summary

Fidelity Investments is seeking a Client Support Specialist in Boca Raton to join a fast-paced, client-focused team serving high net worth clients. The role requires FINRA Series 7 and Series 63 or ability to obtain within 90 days, and 2–3 years in financial services.

You will handle inbound inquiries, resolve issues, and identify opportunities with Financial Consultants. Onsite role with a customer-first culture, strong communication, time management, and collaboration skills are essential to

Qualifications

• FINRA Series 7 is required.
• Series 63 or ability to obtain within 90 days.

Responsibilities

• Engage with clients via inbound calls and respond to inquiries with product and service guidance.
• Process transactions including options, equities, mutual funds, and fixed income trades.
• Own case management, research issues, and communicate solutions to clients.

Skills

Customer service

Problem resolution

Verbal communication

Written communication

Influence

Time management

Education

Series 7 & Series 63 FINRA certifications

Job description

Job Description

Fidelity will not provide immigration sponsorship for this position.

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: Coral Gables, Boca Raton, Ft. Lauderdale

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.

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
• Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
• Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
• Collaborate with internal business partners to research and resolve complex client requests
• Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

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.