Client Service Specialist — Financial Services
Listed on 2026-11-04
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Fidelity Investments seeks a Client Service Representative to support RIAs whose clients are custodied with Fidelity. You will work within a service tier with dedicated lines of business and client service managers, handling routine requests with accuracy and timeliness.
You will engage across phone and other channels, striving for customer satisfaction and participating in a clear path toward Client Manager, with an emphasis on on-site teamwork and process discipline.
We would love to welcome a new Client Service Specialist — Financial Services to our organisation in Roanoke, TX, United States.
For the Client Service Specialist — Financial Services position at Fidelity Investments Inc., we are reviewing applications now.
Step into the Client Service Specialist — Financial Services role at Fidelity Investments Inc. in Roanoke, TX, United States and grow with us.
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