Remote Client Support Specialist - High Net Worth

Fidelity; United States; Hybrid; USD 45,000 - 70,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist to support high-net-worth clients in the Greater Tampa area. You will work from home with occasional in-person collaboration and participate in virtual onboarding and training programs. The role focuses on enhancing client relationships and delivering tailored financial guidance.

Required Series 7 and preferred Series 63, with 2–3 years in financial services. Strong tech savviness and a consultative approach are essential for success in this role.

Qualifications

• Broad knowledge of general financial planning concepts.
• Proven customer service and problem-resolution skills.
• Ability to influence others using consultative skills.

Responsibilities

• Engage with clients via inbound calls and inquiries, providing product and service guidance.
• Process requests for trades in options, equities, mutual funds, and fixed income.
• Support high-net-worth clients with complex service needs and relationship-building.

Skills

Financial planning concepts

Customer service

Consultative selling

Job description

Fidelity is seeking a Client Support Specialist to support high-net-worth clients in the Greater Tampa area. You will work from home with occasional in-person collaboration and participate in virtual onboarding and training programs. The role focuses on enhancing client relationships and delivering tailored financial guidance.

Required Series 7 and preferred Series 63, with 2–3 years in financial services. Strong tech savviness and a consultative approach are essential for success in this role.