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

Fidelity; United States; Hybrid; USD 45,000 - 70,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist to support high-net-worth clients in the Greater Tampa area. You will work from home with occasional in-person collaboration and participate in virtual onboarding and training programs. The role focuses on enhancing client relationships and delivering tailored financial guidance.

Required Series 7 and preferred Series 63, with 2–3 years in financial services. Strong tech savviness and a consultative approach are essential for success in this role.

Qualifications

• Broad knowledge of general financial planning concepts.
• Proven customer service and problem-resolution skills.
• Ability to influence others using consultative skills.

Responsibilities

• Engage with clients via inbound calls and inquiries, providing product and service guidance.
• Process requests for trades in options, equities, mutual funds, and fixed income.
• Support high-net-worth clients with complex service needs and relationship-building.

Skills

Financial planning concepts

Customer service

Consultative selling

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

Note: Fidelity will not provide immigration sponsorship for this position.

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.

ThePurposeof 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.

TheValueYou 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

TheExpertiseWe’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

TheSkillsYou 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 ourbenefit programsare 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.