Wealth Client Support Specialist

RiseMe; St. Louis (MO); On-site; USD 60,000 - 85,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist in Missouri to join a fast-paced, client-focused team serving high net worth clients. The role emphasizes relationship-building, transactional accuracy, and proactive service to enhance loyalty and opportunities.

Candidates should have Series 7 and Series 63 eligibility (within 90 days) and 2–3 years of financial services experience, with strong communication and time management skills. Onsite Fidelity locations include Chesterfield and St.

Qualifications

• Series 7 required.
• Series 63 or ability to obtain within 90 days.
• 2–3 years of previous financial services experience.
• Broad knowledge of general financial planning concepts.
• Proven customer service, client support and problem resolution skills.

Responsibilities

• Engage with customers via inbound calls and provide product/service guidance including transactions (options, equities, mutual funds, fixed income).
• Deliver efficient, responsive resolution for client situations; own the case from research to solution communication.
• Uncover opportunities and partner with Financial Consultant to discuss with the client.
• Collaborate with internal partners to research and resolve complex client requests.
• Conduct pro-active outbound calls to communicate resolutions or gather needed information.

Skills

Series 7

Series 63

Financial services experience

Communication skills

Influence others

Time management

Job description

Fidelity is seeking a Client Support Specialist in Missouri to join a fast-paced, client-focused team serving high net worth clients. The role emphasizes relationship-building, transactional accuracy, and proactive service to enhance loyalty and opportunities.

Candidates should have Series 7 and Series 63 eligibility (within 90 days) and 2–3 years of financial services experience, with strong communication and time management skills. Onsite Fidelity locations include Chesterfield and St.