Wealth Client Support Specialist

Fidelity Investments Inc.; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Client Support Specialist in Missouri to support high net worth clients with assets from $250,000 to $1 million. Primary residence must be within 90 miles of the approved branch sites of Chesterfield and St.

Louis-Ladue, and the role emphasizes building relationships and complex service needs. You will handle inbound calls, provide product guidance, and process trades across options, equities, mutual funds, and fixed income, while owning each case from

Qualifications

• FINRA Series 7 required; Series 63 or ability to obtain within 90 days.
• 2–3 years of financial services experience.
• Strong verbal and written communication; customer service and problem resolution skills.

Responsibilities

• Handle inbound calls and provide product/service guidance.
• Process transactions across options, equities, mutual funds, fixed income trades.
• Own case management: research issue and communicate solution to client.
• Uncover opportunities and partner with Financial Consultant to discuss with client.
• Collaborate with internal partners to resolve complex client requests.
• Conduct proactive outbound calls to communicate resolutions or gather information.

Skills

Financial planning

Customer service

Problem resolution

Communication

Influence

Time management

2–3 years financial services

Education

FINRA Series 7

FINRA Series 63

Job description

Fidelity Investments Inc. is seeking a Client Support Specialist in Missouri to support high net worth clients with assets from $250,000 to $1 million. Primary residence must be within 90 miles of the approved branch sites of Chesterfield and St.

Louis-Ladue, and the role emphasizes building relationships and complex service needs. You will handle inbound calls, provide product guidance, and process trades across options, equities, mutual funds, and fixed income, while owning each case from