Wealth Client Services Specialist

RiseMe; Dunwoody (GA); On-site; USD 55,000 - 65,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist to join our team in the Dunwoody area. You will help high net worth clients with complex service and investment needs, handling inbound calls and transactions across options, equities, mutual funds, and fixed income.

The role requires FINRA Series 7, Series 63 (or ability to obtain within 90 days) and 2–3 years in financial services, with strong communication and time-management skills, and a customer-first mindset.

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 guidance and processing transactions across investments.
• Deliver high-quality service to high-net-worth clients with complex needs.
• Communicate clearly and resolve issues promptly to drive loyalty.

Skills

Series 7

Series 63 within 90 days

Financial services experience

Customer service

Communication skills

Time management

Job description

Fidelity is seeking a Client Support Specialist to join our team in the Dunwoody area. You will help high net worth clients with complex service and investment needs, handling inbound calls and transactions across options, equities, mutual funds, and fixed income.

The role requires FINRA Series 7, Series 63 (or ability to obtain within 90 days) and 2–3 years in financial services, with strong communication and time-management skills, and a customer-first mindset.