Client Support Specialist - Greater Portland, OR Area (REMOTE)

Fidelity

4 months ago

4.4 on Glassdoor

Portland, OR

Hybrid

Full Time

Medior

0 applicants

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About this role

A Client Support Specialist at Fidelity works with high-net-worth clients (assets $250,000 to $1 million) to support their complex service and investment needs. The role is part of a fast-paced, team-oriented environment focused on increasing customer loyalty and driving business development opportunities. Candidates must reside within a 90-mile radius of specified branch sites near Portland and typically follow Fidelity's hybrid onsite schedule.

Skills

Qualifications

Series 7 - FINRASeries 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.