High Net Worth Client Support Specialist

Fidelity Investments Inc.; Ann Arbor (MI); Remote; USD 60,000 - 75,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Client Support Specialist to assist high net worth clients with complex service and investment needs.

The role emphasizes relationship building, accuracy in processing trades across options, equities, mutual funds and fixed income, and contributing to loyalty and business development. The team operates in a fast-paced environment focused on client satisfaction, with an onsite working model transitioning across regions.

Qualifications

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

Responsibilities

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

Skills

Series 7

Series 63

Financial services exp

Customer service

Communication

Problem solving

Job description

Fidelity Investments Inc. is seeking a Client Support Specialist to assist high net worth clients with complex service and investment needs.

The role emphasizes relationship building, accuracy in processing trades across options, equities, mutual funds and fixed income, and contributing to loyalty and business development. The team operates in a fast-paced environment focused on client satisfaction, with an onsite working model transitioning across regions.