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Net-Worth Client Support Specialist – Hybrid
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-13
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading investment firm in Atlanta seeks a Client Support Specialist to enhance relationships with high-net-worth clients and drive business development. Responsibilities include engaging with customers via inbound calls, providing product guidance, and processing financial transactions. Candidates must have Series 7, Series 63 (or ability to obtain), and 2-3 years of financial services experience. This hybrid role offers a dynamic team-oriented environment.
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