Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)

Fidelity•Wilmington, PA

2d•Remote

About The Position

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia 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.

Requirements

Series 7 required
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
Must reside within a 90-mile radius of approved branch sites: Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ
Series 07 - FINRA
Series 63 - FINRA

Nice To Haves

Series 63 preferred (paid training & support provided)
You have a broad-based knowledge and understanding of general financial planning concepts

Responsibilities

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