We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
Series 07 - FINRA, Series 63 - FINRA
Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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