Client Support Specialist - Greater Sacramento, CA Area (REMOTE)
Fidelity(3 months ago)
About this role
The Client Support Specialist supports high-net-worth clients with assets of $250,000 to $1 million, serving as a key member of a client-focused team at Fidelity. The role emphasizes enhancing client relationships, increasing loyalty, and enabling business development opportunities through client engagement and service delivery. The position is based in the Sacramento/Folsom/Roseville area and operates within Fidelity’s retail branch network.
Required Skills
- Financial Planning
- Customer Service
- Client Support
- Problem Resolution
- Verbal Communication
- Written Communication
- Influencing
- Time Management
- Transaction Processing
- Research
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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