Client Support Specialist

@ Fidelity Investments

About the Role: Client Support Specialist

This role is designed for individuals with 2-3 years of financial services experience. You will be involved in handling inbound calls, providing product and service guidance, processing transactions such as options, equities, mutual funds, and fixed income trades, and ultimately fostering customer loyalty among high net worth clients.

Key Responsibilities

• Engage with customers to address inquiries and requests.
• Process various financial transactions with accuracy.
• Leverage Series 7 and Series 63 certifications.
• Utilize strong customer service and communication skills.
• Increase customer loyalty and support business development.

The Team

Join a team that values customer focus, respect, integrity, honesty, innovation, and competitiveness. Fidelity’s team centers on building relationships and ensuring high service standards while maintaining robust time management and organizational skills.

Key Skills/Competency

• Financial Services
• Customer Service
• Transaction Processing
• Series 7
• Series 63
• Communication
• Organizational Skills
• Relationship Management
• Problem Resolution
• Time Management

Compensation & Benefits

The base salary ranges from $46,000 to $75,000 per year, with additional package benefits such as bonus, comprehensive health care, retirement plans, paid time off, parental leave, and educational assistance.

Work Arrangement

This role is primarily hybrid, requiring on-site presence every other week at a Fidelity office located in the Greater Chicago area.

Certifications & Requirements

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience
• Broad knowledge of general financial planning concepts
• Proven client support skills