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Wealth Client Support Specialist
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-07-19
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Client Support Specialist to deliver exceptional service to high net worth clients with complex financial needs.
You will handle inbound inquiries, guide product and service options, and execute transactions across equities, fixed income, mutual funds and more. You will own case resolution, research issues, and communicate solutions, while proactively identifying opportunities to enhance client outcomes and partnering with Financial Consultants to advance
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