Wealth Client Support Specialist

RiseMe; Portland (OR); On-site; USD 60,000 - 80,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist in the Portland area to support high net worth clients and improve relationships. The role emphasizes servicing complex needs, processing trades, and delivering timely resolutions.

This onsite position requires FINRA Series 7 and Series 63 (or ability to obtain within 90 days), plus 2–3 years of financial services experience. Expect a fast-paced team environment with strong client interaction.

Qualifications

• Series 7 required.
• Series 63 or ability to obtain within 90 days.
• 2-3 years of previous financial services experience.

Responsibilities

• Engage with customers via inbound calls, providing product and service guidance and processing transactions including options, equities, mutual funds and fixed income trades.
• Own the management of cases, research issues and communicate solutions to clients.
• Uncover opportunities and identify products and services to enhance clients' financial success and collaborate with Financial Consultants.

Skills

Financial planning concepts

Customer service

Problem resolution

Communication skills

Influence skills

Time management

Job description

Fidelity is seeking a Client Support Specialist in the Portland area to support high net worth clients and improve relationships. The role emphasizes servicing complex needs, processing trades, and delivering timely resolutions.

This onsite position requires FINRA Series 7 and Series 63 (or ability to obtain within 90 days), plus 2–3 years of financial services experience. Expect a fast-paced team environment with strong client interaction.