Wealth Client Support Specialist

Fidelity; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

Fidelity is seeking a Client Support Specialist to engage high net worth clients and handle complex service requests. You will respond to inbound inquiries, process transactions across options, equities, mutual funds and fixed income, and own case resolution from research to solution.

Based in the United States with Fidelity's onsite model, this role emphasizes strong communication, timely follow-through, and collaboration with Financial Consultants and internal partners to deliver outstanding

Qualifications

• Broad based knowledge and understanding of general financial planning concepts.
• Proven customer service, client support and problem resolution skills.
• Strong verbal and written communication skills.
• Ability to effectively influence others.
• Robust time management and organizational skills.

Responsibilities

• Engage with customers, via inbound calls, responding to inquiries including product/service guidance and transactions across options, equities, mutual funds, and fixed income.
• Deliver efficient and responsive resolution for client situations; own the case, research the issue and communicate the solution.
• Uncover opportunities and identify products/services to enhance client financial success with Financial Consultant.
• Collaborate with internal partners to research and resolve complex client requests.
• Conduct pro-active outbound calls to communicate resolution or gather information to close requests.

Skills

Financial planning concepts

Customer service

Client support

Verbal and written communication

Time management

Education

Series 7

Series 63 or ability to obtain within 90 days

Job description

Fidelity is seeking a Client Support Specialist to engage high net worth clients and handle complex service requests. You will respond to inbound inquiries, process transactions across options, equities, mutual funds and fixed income, and own case resolution from research to solution.

Based in the United States with Fidelity's onsite model, this role emphasizes strong communication, timely follow-through, and collaboration with Financial Consultants and internal partners to deliver outstanding