About the role

Aplyr's Quick Take

This role is about providing customer support to high net worth clients in the financial services sector. You'll handle inquiries, process transactions, and work with clients to resolve issues while also identifying opportunities for further financial services. It's primarily an individual contributor role focused on client interaction.

Good fit

Ideal candidates have 2-3 years in financial services and possess Series 7 certification. Strong customer service skills and the ability to manage multiple client requests effectively are essential for success in this fast-paced environment.

Worth noting

The position requires you to live within 90 miles of specific Fidelity locations, which may limit applicants. Additionally, the role emphasizes proactive outreach to clients, which is less common in typical support roles.

Job Description:

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:

Chesterfield and St. Louis-Ladue.

As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to 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 and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.

The Expertise You Have

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

The Skills You Bring

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

The Value You Deliver

Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other 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 and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Aplyr's read

Fidelity Investments is a powerhouse in financial services, attracting professionals in technology, risk management, and client services to drive innovation and customer satisfaction.
Synthesized from recent postings & public sources

What's promising

•Fidelity offers diverse roles across technology, finance, and client services, indicating a broad scope for career growth.
•The company invests heavily in technology, hiring roles in AI, cloud, and cybersecurity.
•Fidelity's strong market presence provides stability and numerous opportunities for advancement.

What to watch

•The financial sector's regulatory environment may limit flexibility and innovation.
•High competition for roles may make entry challenging for less experienced candidates.
•Limited public information about work-life balance and company culture specifics.

Why Fidelity Investments

•Fidelity's focus on technological advancement is evident in its numerous tech-oriented roles.
•The company has a strong emphasis on risk management, hiring specialized roles in this area.
•Fidelity's diverse service offerings provide employees with exposure to various financial sectors.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Fidelity Investments

Fidelity Investments

fidelity.com

View company

Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, brokerage services, and wealth management.