Client Support Specialist
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support high net worth clients with assets of $250,000 to $1 million, answering inbound calls, giving product and service guidance, and processing transactions such as options, equities, mutual funds, and fixed income trades. You will own case resolution, make proactive outbound calls, and partner with Financial Consultants to uncover opportunities.
Requirements
- Series 7 required
- Series 63 or ability to obtain within 90 days
- 2-3 years of previous financial services experience
- Knowledge of general financial planning concepts
- Customer service, client support, and problem resolution skills
- Strong verbal and written communication skills
- Time management and organizational skills
- Primary residence within 90 miles of approved branch sites (Scottsdale, Chandler, Phoenix-Biltmore, Peoria)
Responsibilities
- Engage with customers via inbound calls and provide product and service guidance
- Process transactions including options, equities, mutual funds, and fixed income trades
- Own case management, research issues, and communicate solutions to clients
- Identify products and services to enhance client financial success and partner with the Financial Consultant
- Collaborate with internal partners to resolve complex client requests
- Make proactive outbound calls to communicate resolutions or secure information
