Job Details

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Job Description

To be eligible for consideration of this role, your primary residence must be within a 90-mile radius of the following approved branch sites at the time of application:

• Edina
• Oakdale
• Minnetonka
• Brookfield
• Middleton

As a Client Support Specialist, you will be part of a fast-paced, team-oriented environment focused on enhancing relationships with high net worth clients with assets of $250,000 to $1 million, requiring complex service and investment support. Your role will help increase customer loyalty and identify business development opportunities.

The Team

Each Fidelity location has regional characteristics but shares core values such as putting the customer first, respect, integrity, honesty, innovation, and competitiveness, which distinguish us from our competitors.

The Expertise You Have

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

The Skills You Bring

• Knowledge of financial planning concepts
• Customer service and problem resolution skills
• Strong communication skills
• Influencing ability
• Time management and organization skills

The Value You Deliver

• Respond to customer inquiries via inbound calls, providing product and service guidance, processing trades, and handling monetary requests
• Resolve client issues efficiently; research and communicate solutions
• Identify opportunities to enhance clients' financial success and collaborate with Financial Consultants
• Research and resolve complex requests with internal partners
• Conduct outbound calls to communicate resolutions or gather additional information

Certifications

Series 07 - FINRA, Series 63 - FINRA

Category

Customer Service

Fidelitys hybrid work model combines onsite and offsite work, with onsite presence required every other week in most roles.

Please note that Fidelitys hiring is governed by laws and regulations, including restrictions based on criminal history, under the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, and other relevant regulations.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other

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