Client Support Specialist-Smithfield, RI

Fidelity; United States; On-site; USD 65,000 - 85,000; Full time

Job summary

Fidelity seeks a Client Support Specialist to support high net worth clients with assets from $250,000 to $1 million, offering guidance on investments and financial services. You will handle inquiries, resolve issues, and contribute to relationship-building in a fast-paced, team-oriented environment.

This onsite role emphasizes excellent customer service, robust time management, and the ability to process transaction requests across options, equities, mutual funds and fixed income.

Qualifications

• 2-3 years of previous financial services experience.
• 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.

Responsibilities

• Engage with customers via inbound calls, providing product and service level guidance.
• Process transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

Skills

Series 7

Series 63

Financial services exp

Customer service

Communication skills

Job description

Job Description

Fidelity will not provide immigration sponsorship for this position.

The Role

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 & Skills You Bring

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

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.

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.