Client Support Specialist - Greater Kansas City, MO Area (REMOTE)
Fidelity(3 months ago)
About this role
A Client Support Specialist at Fidelity serves high-net-worth clients (typically $250,000 to $1 million) in a fast-paced, team-oriented environment. The role focuses on enhancing client relationships, increasing customer loyalty, and supporting business development opportunities across the branch.
Required Skills
- Financial Planning
- Client Support
- Problem Resolution
- Communication
- Influence
- Time Management
- Organization
- Options Trading
- Equities
- Mutual Funds
+4 more
Qualifications
- Series 7 - FINRA
- Series 63 - FINRA (or obtain within 90 days)
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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