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High-Net-Worth Client Support Specialist
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-07-27
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management, Banking & Finance
Job Description & How to Apply Below
Fidelity Investments in Indianapolis is seeking a Client Support Specialist to serve high net worth clients with complex service needs. You will handle inbound calls, provide product guidance, and process transactions across options, equities, mutual funds and fixed income.
Qualified candidates have Series 7, Series 63 within 90 days, and 2–3 years in financial services, with strong communication and time-management skills.
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