Client Support Specialist - Greater Atlanta, GA Area (REMOTE)
Fidelity(3 months ago)
About this role
A Client Support Specialist at Fidelity supports high-net-worth clients with assets of $250,000 to $1 million, working in a fast-paced, team-oriented environment. The role focuses on enhancing client relationships to increase loyalty and drive business development opportunities.
Required Skills
- Financial Planning
- Customer Service
- Client Support
- Problem Resolution
- Communication
- Influencing
- Time Management
- Organization
- Trade Processing
- Call Handling
+4 more
Qualifications
- Series 7 - FINRA
- Series 63 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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