Fidelity is looking for a Client Support Specialist to join our team serving high-net-worth clients in the Greater Orlando, FL Metro Area. This is a remote role focused on enhancing client relationships, addressing complex service and investment needs, and driving business development opportunities.
What You'll Do
- Engage with customers via inbound calls, responding to their inquiries and providing product and service level guidance
- Process customer requests including options, equities, mutual funds and fixed income trades and other specialized monetary requests
What We're Looking For
- Series 7 FINRA license
- 2-3 years of previous experience working in the financial services industry
Nice to Have
- Series 63 FINRA license (paid training & support provided)
Benefits & Compensation
- Competitive total rewards package
- Stable base salary
- Benefit programs designed to help you and your family
Work Mode
This is a remote role with a hybrid work mode for the Greater Orlando, FL Metro Area. Occasional in-person participation with peers is an important part of our culture.
Fidelity is an equal opportunity employer.
