Client Support Specialist - Greater Las Vegas, NV Area (REMOTE)

To be eligible for consideration of this role, your primary residence must be located within a 90-mile radius of the Henderson branch site at the time of application. Fidelity will not provide immigration sponsorship for this position.

About the Role

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.

Responsibilities

• Engage with customers via inbound calls, responding to inquiries, including providing product and service-level guidance, processing transactions (options, equities, mutual funds, fixed income trades), and handling specialized monetary requests.
• Deliver efficient and responsive resolution for various client situations. Own the management of cases, research issues, and communicate solutions to clients.
• Uncover opportunities and identify products and services that will enhance the client’s financial success; partner with the Financial Consultant to discuss these with the client.
• Collaborate with internal business partners to research and resolve complex client requests.
• Conduct proactive outbound calls to communicate resolutions to clients or secure additional information to close requests.

Requirements

• Series 7 license (required).
• Series 63 license or ability to obtain within 90 days.
• 2-3 years of previous financial services experience.

Skills

• 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.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This role is not fully remote.

Fidelity’s business is governed by securities, investment, and retirement-related laws and regulations, including those enforced by FINRA. Certain criminal histories may restrict employment eligibility.