As a Client Support Specialist at Fidelity, you will work in a fast-paced, team-oriented environment focused on enhancing relationships with high net worth clients who have assets between $250,000 and $1 million. This role involves handling complex service and investment needs, increasing customer loyalty, and supporting business development through inbound customer engagement.
What You'll Do
- Engage with customers via inbound calls to respond to inquiries
- Provide product and service level guidance
- Process transactions including options, equities, mutual funds, and fixed income trades
- Handle other specialized monetary requests
What We're Looking For
- Primary residence must be located within a 90 mile radius of Indianapolis or Carmel at the time of application
- Series 7 certification (required)
- Series 63 certification or ability to obtain within 90 days
- 2-3 years of previous financial services experience
- Broad based knowledge and understanding 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
Team & Environment
- Putting the customer first
- Respect
- Integrity
- Honesty
- Innovation and improvement
- Competitiveness
Work Mode
Remote - primary residence must be within 90 mile radius of approved branch sites (Indianapolis, Carmel)
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
