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High-Net-Worth Client Support Specialist

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-07-27
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 48000 - 72000 USD Yearly USD 48000.00 72000.00 YEAR
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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