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Financial Services

Wealth Client Support Specialist

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading investment firm is seeking a Client Support Specialist in Austin, Texas. This role focuses on enhancing relationships with high net worth clients, providing product and service level guidance, and delivering customer loyalty. Candidates should have Series 7 and Series 63 certifications, along with 2-3 years of financial services experience. The position operates in a hybrid model, requiring onsite work every other week.

Join a team committed to customer-first values and financial success.
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