Premium Client Support Specialist (Onsite)

Fidelity Investments Inc.; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Client Support Specialist to join our fast-paced, client-focused team in the Indianapolis/Carmel area.

The role emphasizes high-net-worth client relationships, complex service needs, and proactive problem resolution within a structured, on-site work model. The position requires FINRA Series 7 and Series 63 (or ability to obtain within 90 days), 2–3 years of financial services experience, and strong communication skills to influence clients and colleagues.

Qualifications

• Active FINRA licenses required: Series 7 and Series 63.
• 2–3 years of prior financial services experience.
• Strong customer service and communication skills.

Responsibilities

• Engage with high-net-worth clients via inbound calls to provide product and service guidance, and process transactions including options, equities, mutual funds and fixed income trades.

Skills

Series 7

Series 63

Financial services experience

Customer service

Education

Series 7 - FINRA

Series 63 - FINRA

Job description

Fidelity Investments Inc. is seeking a Client Support Specialist to join our fast-paced, client-focused team in the Indianapolis/Carmel area.

The role emphasizes high-net-worth client relationships, complex service needs, and proactive problem resolution within a structured, on-site work model. The position requires FINRA Series 7 and Series 63 (or ability to obtain within 90 days), 2–3 years of financial services experience, and strong communication skills to influence clients and colleagues.