Client Support Specialist - Greater Portland, OR Area

RiseMe; Portland (OR); On-site; USD 60,000 - 80,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist in the Portland area to support high net worth clients and improve relationships. The role emphasizes servicing complex needs, processing trades, and delivering timely resolutions.

This onsite position requires FINRA Series 7 and Series 63 (or ability to obtain within 90 days), plus 2–3 years of financial services experience. Expect a fast-paced team environment with strong client interaction.

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, providing product and service guidance and processing transactions including 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 and services to enhance clients' financial success and collaborate with Financial Consultants.

Skills

Financial planning concepts

Customer service

Problem resolution

Communication skills

Influence skills

Time management

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:

Portland, Vancouver, Beaverton, Tigard

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.

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.