Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)
Fidelity(3 months ago)
About this role
A licensed Client Support Specialist supporting high-net-worth clients in the Greater Philadelphia metro area, working primarily remote with occasional in-person participation. The role centers on relationship management for clients with $250,000–$1,000,000 in assets to help drive loyalty and business development opportunities.
Required Skills
- Client Support
- Trade Processing
- Customer Service
- Problem Resolution
- Consultative Sales
- Financial Planning
- Technology Savvy
- Communication
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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