Client Support Specialist - San Antonio, TX Area (REMOTE)

Fidelity

4 months ago

4.4 on Glassdoor

San Antonio, TX

Hybrid

Full Time

Medior

0 applicants

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About this role

A Client Support Specialist at Fidelity serves high-net-worth clients (assets $250,000–$1 million), supporting their complex service and investment needs. The role is part of a fast-paced, team-oriented environment focused on enhancing client relationships, increasing loyalty, and driving business development. Candidates must reside within a 90-mile radius of specified branch locations and will typically work in a hybrid model.

Skills

Qualifications

Series 07 - FINRASeries 63 - FINRA

About Fidelity

fidelity.com

Industry

Finance

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.