Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)

Client Support Specialist

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.

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.

Expertise You Have

Series 7 required

Series 63 or ability to obtain within 90 days

2-3 years of previous financial services experience

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

Value You Deliver

Engage with customers, via inbound calls, responding to their inquiries 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

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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.