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Wealth Client Support Specialist
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-07-08
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Client Support Specialist in Portland, Oregon. In this role, you will enhance relationships with high net worth clients and drive business development opportunities. You must have Series 7 certification and experience in financial services.
The ideal candidate will exhibit strong customer service, communication, and problem-resolution skills while collaborating with internal teams to deliver excellent client support.
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