Wealth Client Support Specialist (Onsite)

Fidelity Investments Inc.; United States; A distancia; USD 42.000 - 62.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a Client Support Specialist at an onsite branch near Overland Park to support high net worth clients with complex financial needs and to drive loyalty and opportunities.

The role requires Series 7 (and Series 63 within 90 days), 2–3 years in financial services, strong communication, and the ability to resolve issues while collaborating with Financial Consultants.

Formación

• Series 7 required.
• Series 63 or ability to obtain within 90 days.
• 2-3 years of previous financial services experience.

Responsabilidades

• Engage with high net worth clients to provide product and service guidance and process trades.
• Own case management, research issues, and communicate solutions to clients.
• Uncover opportunities and partner with Financial Consultants to discuss client needs.
• Collaborate with internal partners to resolve complex client requests.
• Conduct proactive outbound calls to update clients and gather information to close requests.

Conocimientos

Series 7

Series 63 or within 90 days

Financial services experience

Descripción del empleo

Fidelity Investments Inc. is seeking a Client Support Specialist at an onsite branch near Overland Park to support high net worth clients with complex financial needs and to drive loyalty and opportunities.

The role requires Series 7 (and Series 63 within 90 days), 2–3 years in financial services, strong communication, and the ability to resolve issues while collaborating with Financial Consultants.