Wealth Client Support Specialist
Job in
Hamilton, Butler County, Ohio, 45011, USA
Listed on 2026-06-04
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Client Support Specialist in Westlake, Ohio. This role is pivotal in enhancing relationships with high net worth clients, requiring strong customer service skills and financial knowledge.
A successful candidate should hold a Series 7 license, with at least 2-3 years of financial services experience. The role involves engaging with clients, responding to inquiries, and processing various financial transactions, contributing significantly to customer satisfaction.
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