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

Fidelity Investments Careers; Tampa (FL); Hybrid; USD 52,000 - 68,000; Full time

Job summary

Fidelity Investments Inc. in the Greater Tampa area is seeking a licensed Client Support Specialist to support high-net-worth clients remotely while residing near Tampa, FL. You will engage clients by phone, provide product and service level guidance, and handle investment requests with accuracy and discretion.

The role requires Series 7; Series 63 is preferred and training is provided. With 2–3 years in financial services, you should be tech‑savvy and comfortable learning new tools to enrich

Qualifications

• Series 7 is required.
• Series 63 is preferred; training provided.
• 2–3 years in financial services.
• Strong comfort with technology and learning new tools.

Responsibilities

• Engaging with customers via inbound calls, providing product and service level guidance.
• Processing customer requests for options, equities, mutual funds and fixed income trades and other monetary requests.

Skills

Series 7

Series 63

Financial services experience

Tech savviness

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:

Tampa, Clearwater, Sarasota

Client Support Specialist

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tampa, FL Metro area! While you will work from home, you must reside near the Greater Tampa, Florida area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.

The Purpose of Your Role

As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.

The Value You Deliver

• Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
• Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

The Expertise We’re Looking For

• Series 7 required
• Series 63 preferred (paid training & support provided)
• 2-3 years of previous experience working in the financial services industry
• Strong technological savvy and comfort with learning how to use new tools

The Skills You Bring

• You have a broad-based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Ability to effectively influence others and use consultative skills to enrich the customer experience

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

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.