Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)

Fidelity(3 months ago)

HybridFull TimeMedior$82,447 - $110,013 (estimated)Customer Service

About this role

A Client Support Specialist at Fidelity serves high-net-worth clients (assets $250,000–$1,000,000), focusing on strengthening client relationships, loyalty, and supporting business development. The role is team-oriented and based near the Mequon/Milwaukee area, requiring primary residence within a 90-mile radius of approved branches. Most positions are hybrid and require periodic onsite attendance.

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Required Skills

Customer Service
Client Support
Problem Resolution
Financial Planning
Communication
Time Management
Organization
Influencing
Trade Processing
Outbound Calls

Qualifications

Series 07 - FINRA
Series 63 - FINRA

About Fidelity

fidelity.com

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.

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