Client Support Specialist - Greater Tri- State Area (REMOTE)

The Role

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 the approved branch sites listed below: New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT.

Purpose of Your Role

As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.

The Value You Deliver

• Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
• Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

The Expertise We're Looking For

• Series 7 required
• Series 63 preferred (paid training & support provided)
• 2-3 years of previous experience working in the financial services industry
• Strong technological savvy and comfort with learning how to use new tools

The Skills You Bring

• A broad-based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Ability to effectively influence others and use consultative skills to enrich the customer experience

The Investments in You

• Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
• We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
• Our benefit programs are designed to help you and your family strike the right balance.

Our Investments in You

• Fidelity’s Onsite Working Model
• 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.
• We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.

Note

• Note, the application window closes when the position is filled or unposted.

Certifications

• Series 07 - FINRA
• Series 63 - FINRA