Wealth Client Support Specialist

Fidelity Investments Inc.; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments is seeking a Client Support Specialist to deliver high‑quality service to high net worth clients. You will handle inbound inquiries, guide product and service options, and execute or troubleshoot trades with a focus on accuracy and client satisfaction.

The role emphasizes building loyalty, identifying growth opportunities, and collaborating with Financial Consultants to meet client needs in a fast-paced, team-oriented environment.

Qualifications

• Broad knowledge of general financial planning concepts.
• Proven customer service and problem-resolution skills.
• Strong verbal and written communication abilities.
• Ability to influence others and manage time effectively.

Responsibilities

• Engage with clients via inbound calls and provide product/service guidance.
• Process transactions including options, equities, mutual funds, and fixed income trades.
• Research issues, own case management, and communicate solutions to clients.

Skills

Financial planning concepts

Customer service

Communication skills

Influence

Time management

Job description

Fidelity Investments is seeking a Client Support Specialist to deliver high‑quality service to high net worth clients. You will handle inbound inquiries, guide product and service options, and execute or troubleshoot trades with a focus on accuracy and client satisfaction.

The role emphasizes building loyalty, identifying growth opportunities, and collaborating with Financial Consultants to meet client needs in a fast-paced, team-oriented environment.