Wealth Client Support Specialist

Fidelity Investments Inc.; Central (TX); Remote; USD 50,000 - 70,000; Full time

Job summary

Fidelity Investments is seeking a Client Support Specialist to serve high net worth clients with assets from $250,000 to $1 million, delivering professional guidance on investments, trades, and money movement in a fast-paced, team-oriented environment.

The role requires a Series 7, Series 63 (or ability to obtain within 90 days) and 2–3 years of financial services experience; onsite work is required within a 90-mile radius of listed Texas branch sites, with strict sponsor limitations.

Qualifications

• Series 7 license required.
• Series 63 or ability to obtain within 90 days.
• 2–3 years of financial services experience.
• Broad knowledge of general financial planning concepts.
• Proven customer service and problem resolution skills.
• Strong verbal and written communication skills.
• Ability to influence others.
• Robust time management and organizational skills.

Responsibilities

• Engage with customers via inbound calls, providing product and service guidance and processing transactions including options, equities, mutual funds and fixed income trades.

Skills

Financial planning concepts

Customer service

Communication skills

Influence others

Time management

Job description

Fidelity Investments is seeking a Client Support Specialist to serve high net worth clients with assets from $250,000 to $1 million, delivering professional guidance on investments, trades, and money movement in a fast-paced, team-oriented environment.

The role requires a Series 7, Series 63 (or ability to obtain within 90 days) and 2–3 years of financial services experience; onsite work is required within a 90-mile radius of listed Texas branch sites, with strict sponsor limitations.