Client Support Specialist - Greater Philadelphia, PA Area (REMOTE) (,, United States)

Client Support Specialist

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.

As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.

The value you deliver includes :

• Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
• Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

The expertise we're looking for includes :

The skills you bring include :

Our investments in you include :

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

Certifications :

Series 07 - FINRA, Series 63 - FINRA

Category : Customer Service