High Net Worth Client Support Specialist

RiseMe; Houston (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist in the Houston area to deliver high‑level client service for high net worth customers with complex financial needs. The role emphasizes relationship building, accurate transaction processing, and guidance on investment options within a fast-paced, team‑oriented environment.

Candidates should have Series 7, Series 63 or the ability to obtain it within 90 days, and 2–3 years of financial services experience, with strong communication and time

Qualifications

• Series 7 required.
• Series 63 or ability to obtain within 90 days.
• 2–3 years of previous financial services experience.
• Broad based knowledge 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, responding to inquiries 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.

Skills

Series 7

Series 63

Financial services experience

Customer service

Communication skills

Time management

Job description

Fidelity is seeking a Client Support Specialist in the Houston area to deliver high‑level client service for high net worth customers with complex financial needs. The role emphasizes relationship building, accurate transaction processing, and guidance on investment options within a fast-paced, team‑oriented environment.

Candidates should have Series 7, Series 63 or the ability to obtain it within 90 days, and 2–3 years of financial services experience, with strong communication and time