Client Support Specialist-Smithfield, RI

Fidelity Investments • Smithfield, RI

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About The Position

As a Client Support Specialist, you will work in a fast-paced, team-oriented environment focused on strengthening relationships with high-net-worth clients who have $250,000 to $1 million in assets and complex service and investment needs. The role supports customer loyalty and business development. You will engage with customers by inbound phone calls, respond to inquiries, provide product and service guidance, process transactions—including options, equities, mutual funds, and fixed-income trades—and handle other specialized monetary requests.

Fidelity emphasizes putting the customer first, respect, integrity, honesty, innovation, improvement, and competitiveness. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve; the transition does not apply to fully remote roles. The posting does not specify this position’s particular onsite expectation.

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

• Build and enhance relationships with high-net-worth clients with complex service and investment needs.
• Help increase customer loyalty and drive business development opportunities.
• Respond to customer inquiries through inbound calls.
• 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