High-Net-Worth Client Support Specialist

Fidelity Investments Inc.; Smithfield (RI); On-site; USD 50,000 - 75,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist to engage with high net worth clients, addressing complex service and investment needs and driving loyalty. You will support transactions across options, equities, mutual funds, and fixed income, leveraging your strong communication and problem-resolution skills.

This onsite, client-facing role requires FINRA Series licenses and a proactive, team-driven approach to advise and assist in a fast-paced environment.

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.
• Engage with customers via inbound calls, providing product and service level guidance and processing transactions.

Responsibilities

• Engage with customers via inbound calls to provide guidance and process transactions across options, equities, mutual funds, and fixed income trades.
• Support high net worth clients with complex service and investment needs to enhance loyalty and drive opportunities.

Skills

Series 7

Series 63

Financial services experience

Customer service

Communication skills

Time management

Inquiries handling

Influence others

Job description

Fidelity is seeking a Client Support Specialist to engage with high net worth clients, addressing complex service and investment needs and driving loyalty. You will support transactions across options, equities, mutual funds, and fixed income, leveraging your strong communication and problem-resolution skills.

This onsite, client-facing role requires FINRA Series licenses and a proactive, team-driven approach to advise and assist in a fast-paced environment.