Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)

Fidelity Investments Careers; Milwaukee (WI); Hybrid; USD 52,000 - 72,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Client Support Specialist to support high net worth clients with complex service and investment needs. You will handle inbound inquiries, guide clients through transactions, and work with Financial Consultants to maximize client outcomes.

The role emphasizes timely problem resolution, strong communication, and collaboration with internal teams to ensure exceptional service and loyalty. Onsite work model applies to most regions.

Qualifications

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

Responsibilities

• Engage with customers via inbound calls and provide product and service guidance, including transactions in options, equities, mutual funds and fixed income trades.
• Own the management of cases, research issues and communicate solutions to clients.
• Uncover opportunities and identify products/services to enhance client financial success and partner with a Financial Consultant.
• Collaborate with internal partners to research and resolve complex client requests.
• Conduct pro-active outbound calls to communicate resolutions or gather information to close requests.

Skills

Financial planning concepts

Customer service

Communication skills

Time management

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:

Mequon, Milwaukee

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.

The Expertise You Have

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

The 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

The 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.