Wealth Client Support Specialist - Milwaukee Area

Fidelity Investments Inc.; United States; Remote; USD 42,000 - 68,000; Full time

Job summary

Fidelity Investments in the United States seeks a Client Support Specialist to service high net worth clients with assets ranging from $250k to $1M. The role emphasizes customer loyalty, complex service needs, and collaboration with Financial Consultants across inbound and outbound interactions.

The position requires Series 7, Series 63 (or ability to obtain within 90 days), and 2–3 years of financial services experience, with onsite work model currently in effect.

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, responding to inquiries which may include product and service level guidance, and processing transactions including options, equities, mutual funds and fixed income trades.
• Own the management of the case, research the issue and communicate the solution to the client.
• Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client.
• Collaborate with internal business partners to research and resolve complex client requests.
• Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request.

Skills

Series 7

Series 63

Financial services experience

Job description

Fidelity Investments in the United States seeks a Client Support Specialist to service high net worth clients with assets ranging from $250k to $1M. The role emphasizes customer loyalty, complex service needs, and collaboration with Financial Consultants across inbound and outbound interactions.

The position requires Series 7, Series 63 (or ability to obtain within 90 days), and 2–3 years of financial services experience, with onsite work model currently in effect.