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Client Support Specialist - Greater Houston, TX Area (REMOTE) at Fidelity - ApplyBlast

Client Support Specialist - Greater Houston, TX Area (REMOTE)

Fidelity

11 months ago

4.4 on Glassdoor

Houston, TX

Hybrid

Full Time

Medior

0 applicants

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About this role

A Client Support Specialist at Fidelity works within a fast-paced, team-oriented environment serving high-net-worth clients with assets between $250,000 and $1 million. The role focuses on enhancing client relationships, increasing loyalty, and supporting business development while based near specified Houston-area branches.

Skills

Qualifications

Series 7 - FINRASeries 63 - FINRA

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity 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.