Client Support Specialist-Westlake

Soteria Reinsurance Ltd.; Salt Lake City (UT); On-site; USD 52,000 - 68,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Client Support Specialist in Salt Lake City, UT to support high net worth clients with complex service needs. You will handle inbound calls, offer product guidance, and help navigate investment options.

The role requires FINRA Series 7 and Series 63 (or ability to obtain within 90 days), 2-3 years of financial services experience, and strong communication and problem‑solving skills. This is an onsite position focused on relationship building.

Qualifications

• Series 7 is required.
• Series 63 or ability to obtain within 90 days.
• 2-3 years of financial services experience.
• Broad knowledge of general financial planning concepts.
• Proven customer service and problem-resolution skills.
• Strong verbal and written communication skills.
• Ability to influence others.
• Robust time management and organizational skills.

Responsibilities

• Handle inbound calls from high net worth clients to provide product and service guidance.
• Process transactions including options, equities, mutual funds, and fixed income trades.
• Address specialized monetary requests and respond to inquiries.
• Maintain high levels of customer loyalty and support business development opportunities.

Skills

Customer service

Verbal communication

Written communication

Influencing others

Time management

Tools

FINRA Series 7

FINRA Series 63

Job description

Client Support Specialist-Westlake### Client Support Specialist-WestlakeApply: Salt Lake City, UT: Full time: Posted Today: 2138158**Fidelity will not provide immigration sponsorship for this position.**## ## Job Description:The RoleAs 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 ServicePlease 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.