Elite Wealth Client Support Specialist

RiseMe; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Fidelity in Columbus, OH seeks a Client Support Specialist to strengthen relationships with high net worth clients and support complex service needs. This full-time onsite role requires FINRA license readiness (Series 7) and Series 63 (or ability to obtain within 90 days), plus 2–3 years of financial services experience.

You will engage clients via inbound calls, provide product and service guidance, and process transactions across options, equities, mutual funds and fixed income.

Qualifications

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

Responsibilities

• Handle inbound calls to assist high net worth clients with product and service guidance.
• Process transactions across options, equities, mutual funds and fixed income.
• Deliver exceptional client service and resolve issues promptly.

Skills

Financial planning concepts

Customer service

Problem resolution

Verbal communication

Written communication

Influence others

Time management

Job description

Fidelity in Columbus, OH seeks a Client Support Specialist to strengthen relationships with high net worth clients and support complex service needs. This full-time onsite role requires FINRA license readiness (Series 7) and Series 63 (or ability to obtain within 90 days), plus 2–3 years of financial services experience.

You will engage clients via inbound calls, provide product and service guidance, and process transactions across options, equities, mutual funds and fixed income.