Client Support Specialist - Greater San Francisco, CA area (REMOTE)

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from one of the following approved branch sites: Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, or Burlingame. 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 our 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.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past: putting the customer first, respect, integrity, honesty, innovation, improvement, and competitiveness. These values set us apart from our competition.

Requirements

• Series 7 required
• Series 63 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

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 the case, research the issue, and communicate the solution to the client
• 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 the client or secure additional information to close out the request

Schedule

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

Pay

The base salary range for this position is $44,000–$80,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement benefits
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career

Certifications

• Series 07 - FINRA
• Series 63 - FINRA