Client Support Specialist - San Antonio, TX Area; REMOTE

Join to apply for the Client Support Specialist - San Antonio, TX Area (REMOTE) role at Fidelity Investments

1 day ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

To be eligible for consideration of this role, your primary residence must be within a 90-mile radius of the following approved branch sites at the time of application:

• Edina
• Oakdale
• Minnetonka
• Brookfield
• Middleton

As a Client Support Specialist, you will be part of a fast-paced, team-oriented environment focused on enhancing relationships with high net worth clients with assets of $250,000 to $1 million, requiring complex service and investment support. Your role will help increase customer loyalty and identify business development opportunities.

Each Fidelity location has regional characteristics but shares core values such as putting the customer first, respect, integrity, honesty, innovation, and competitiveness, which distinguish us from our competitors.

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of financial services experience

• Knowledge of financial planning concepts
• Customer service and problem resolution skills
• Strong communication skills
• Influencing ability
• Time management and organization skills

• Respond to customer inquiries via inbound calls, providing product and service guidance, processing trades, and handling monetary requests
• Resolve client issues efficiently; research and communicate solutions
• Identify opportunities to enhance clients' financial success and collaborate with Financial Consultants
• Research and resolve complex requests with internal partners
• Conduct outbound calls to communicate resolutions or gather additional information

Series 07 - FINRA, Series 63 - FINRA

Customer Service

Fidelity’s hybrid work model combines onsite and offsite work, with onsite presence required every other week in most roles.

Please note that Fidelity’s hiring is governed by laws and regulations, including restrictions based on criminal history, under the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, and other relevant regulations.

• Mid-Senior level

• Full-time

• Other

Referrals can double your chances of interviewing at Fidelity Investments.

Apply BELOW