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 help enhance relationships with high net worth clients who have assets of $250,000 to $1 million, increasing customer loyalty and driving business development. You will handle inbound calls, answer inquiries, give product and service guidance, and process transactions including options, equities, mutual funds and fixed income trades and other specialized monetary requests.
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
- Ability to influence others
- Time management and organizational skills
Responsibilities
- Engage with customers via inbound calls
- Provide product and service level guidance
- Process transactions including options, equities, mutual funds and fixed income trades
- Handle specialized monetary requests
- Increase customer loyalty and drive business development opportunities
