Client Support Specialist - Greater Atlanta, GA Area (REMOTE)
About The Position
As a Client Support Specialist, you will be an integral part of 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. In this role, you will help increase customer loyalty and drive business development opportunities. Fidelity is transitioning to a full-time onsite working model, but this role is fully remote. The company's business is governed by various acts and regulations, which may restrict hiring individuals with certain criminal histories.
Requirements
- Series 7 required
- Series 63 or ability to obtain 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
- Primary residence must be located within a 90-mile radius of Dunwoody, Buckhead, or Alpharetta at the time of application.
Responsibilities
- Engage with customers via inbound calls, responding to inquiries.
- Provide product and service level guidance.
- Process transactions including options, equities, mutual funds, and fixed income trades.
- Handle other specialized monetary requests.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
