Fidelity is seeking a Client Support Specialist to join our team, focusing on the Greater Sacramento, CA area. In this role, you will be dedicated to enhancing relationships with high net-worth clients ($250k-$1M in assets), increasing customer loyalty, and driving business development within a fast-paced, team-oriented environment.

What You'll Do

Engage with customers via inbound calls, responding to inquiries, providing product and service guidance, and processing transactions for options, equities, mutual funds, and fixed income.
Deliver efficient and responsive resolution for various client situations; own case management, research issues, and communicate solutions.
Uncover opportunities and identify products and services to enhance client financial success; partner with a Financial Consultant to discuss findings with the client.
Collaborate with internal business partners to research and resolve complex client requests.
Conduct pro-active outbound calls to communicate resolutions or secure additional information to close requests.

What We're Looking For

A valid Series 7 license is required.
A Series 63 license or the ability to obtain it within 90 days.
2-3 years of previous financial services experience.

Benefits & Compensation

Compensation range: $50,000 - $76,000 per year.
Comprehensive health care coverage and emotional well-being support.
Market-leading retirement benefits.
Generous paid time off and parental leave.
Charitable giving employee match program.
Educational assistance including student loan repayment, tuition reimbursement, and learning resources.

Work Mode

This is a hybrid remote role for the Greater Sacramento, CA Area. Candidates must have their primary residence within 90 miles of Sacramento, Folsom, or Roseville.

Fidelity is an equal opportunity employer.