Client Support Specialist-Merrimack

Fidelity Investments • Merrimack, NH

1d

About The Position

As a Client Support Specialist, you will work in a fast-paced, team-oriented environment focused on enhancing relationships with high-net-worth clients who have assets of $250,000 to $1 million and complex service and investment needs. You will help increase customer loyalty and drive business development opportunities. The role includes engaging with customers via inbound calls, responding to inquiries, providing product and service guidance, processing transactions, and handling specialized monetary requests.

Requirements

• Series 7 certification required.
• Series 63 certification or ability to obtain it within 90 days.
• 2–3 years of previous financial services experience.
• Broad-based knowledge and understanding of general financial planning concepts.
• Proven customer service, client support, and problem-resolution skills.
• Strong verbal and written communication skills.
• Ability to effectively influence others.
• Robust time-management and organizational skills.

Responsibilities

• Enhance relationships with high-net-worth clients with assets of $250,000 to $1 million.
• Help increase customer loyalty and drive business development opportunities.
• Engage with customers through inbound calls and respond to their inquiries.
• Provide product and service-level guidance.
• Process transactions, including options, equities, mutual funds, and fixed-income trades.
• Handle other specialized monetary requests.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed