Client Support Specialist - Greater St. Louis, MO Area

Fidelity Investments Inc.; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Client Support Specialist in Missouri to support high net worth clients with assets from $250,000 to $1 million. Primary residence must be within 90 miles of the approved branch sites of Chesterfield and St.

Louis-Ladue, and the role emphasizes building relationships and complex service needs. You will handle inbound calls, provide product guidance, and process trades across options, equities, mutual funds, and fixed income, while owning each case from

Qualifications

• FINRA Series 7 required; Series 63 or ability to obtain within 90 days.
• 2–3 years of financial services experience.
• Strong verbal and written communication; customer service and problem resolution skills.

Responsibilities

• Handle inbound calls and provide product/service guidance.
• Process transactions across options, equities, mutual funds, fixed income trades.
• Own case management: research issue and communicate solution to client.
• Uncover opportunities and partner with Financial Consultant to discuss with client.
• Collaborate with internal partners to resolve complex client requests.
• Conduct proactive outbound calls to communicate resolutions or gather information.

Skills

Financial planning

Customer service

Problem resolution

Communication

Influence

Time management

2–3 years financial services

Education

FINRA Series 7

FINRA Series 63

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: Chesterfield and St. Louis-Ladue. 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 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.