Client Support Specialist - Greater Indianapolis, IN Area (REMOTE)
Fidelity(3 months ago)
About this role
A Client Support Specialist supporting high-net-worth clients with assets between $250,000 and $1,000,000, focused on enhancing client relationships and driving loyalty and business development. The role is team-oriented and operates within Fidelity’s branch network in the Indianapolis/Carmel area.
Required Skills
- Financial Planning
- Customer Service
- Problem Resolution
- Communication
- Influencing
- Time Management
- Organization
- Trading
- Options
- Equities
+2 more
Qualifications
- Series 07 - 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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