Client Support Specialist
Job Summary
The Client Support Specialist will serve high net worth clients with assets between $250,000 and $1 million. You will manage complex service and investment needs while driving customer loyalty and business development. The role requires financial industry expertise and strong communication skills to handle inbound inquiries and transactions.
Responsibilities
- Manage inbound client calls and inquiries
- Execute trades (options, equities, mutual funds, fixed income)
- Process specialized monetary requests
- Maintain relationships with high net worth clients
Required Skills
- Series 7 License
- Series 63 License
- 2-3 years financial services experience
- Customer service & problem resolution
- Financial planning knowledge
Job Details
### Position Overview
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the approved branch sites: Bethesda, Annapolis, Baltimore, Columbia, Towson.
### Responsibilities
- Engage with customers via inbound calls to provide product and service level guidance.
- Process complex transactions including options, equities, mutual funds, and fixed income trades.
- Handle specialized monetary requests and inquiries.
- Focus on enhancing relationships with high net worth clients.
- Drive business development opportunities and increase customer loyalty.
### Requirements & Expertise
- Series 7 license required.
- Series 63 license or ability to obtain within 90 days.
- 2-3 years of previous financial services experience.
- Broad based knowledge of general financial planning concepts.
- Proven customer service, client support, and problem resolution skills.
- Strong verbal and written communication skills.
- Ability to effectively influence others.
- Robust time management and organizational skills.
### Fidelity's Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations may evolve as the rollout continues.