Remote Financial Client Support Specialist
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-20
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance, Portfolio & Asset Management
Fidelity Investments Inc. is seeking a Client Support Specialist to assist high-net-worth clients with complex service and investment needs. The role emphasizes building loyalty and identifying business development opportunities while supporting customers remotely from the Greater Charlotte area.
The position requires Series 7, and Series 63 is preferred with paid training and support provided. Previous financial services experience and strong tech skills are essential for success.
This posting is for the Remote Financial Client Support Specialist role at Fidelity Investments Inc., based in Charlotte, NC, United States.
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We are looking to fill the Remote Financial Client Support Specialist position at Fidelity Investments Inc. in Charlotte, NC, United States.
The Remote Financial Client Support Specialist role at Fidelity Investments Inc. is now open for applications in Charlotte, NC, United States.
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