Client Support Specialist - Greater Orlando, FL Area (REMOTE)

Fidelity(3 months ago)

HybridFull TimeMedior$107,948 - $142,376 (estimated)Customer Service

About this role

A licensed Client Support Specialist role supporting high-net-worth clients in the Greater Orlando area, delivered primarily from home with occasional in-person participation. The position serves clients with portfolios of $250,000 to $1 million and emphasizes maintaining strong client relationships while working within Fidelity’s regulated environment. Virtual interviewing, onboarding, and training are provided.

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Required Skills

Client Support
Customer Service
Trade Processing
Financial Planning
Problem Resolution
Consultative Selling
Technology Savvy
Communication

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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