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Wealth Client Support Specialist

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-09-30
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

Fidelity Investments is seeking a Client Support Specialist to deliver high‑quality service to high net worth clients. You will handle inbound inquiries, guide product and service options, and execute or troubleshoot trades with a focus on accuracy and client satisfaction.

The role emphasizes building loyalty, identifying growth opportunities, and collaborating with Financial Consultants to meet client needs in a fast-paced, team-oriented environment.

Step into the Wealth Client Support Specialist role at Fidelity Investments Inc. in United States and grow with us.

We would love to welcome a new Wealth Client Support Specialist to our group in United States.

For the Wealth Client Support Specialist position at Fidelity Investments Inc., we are reviewing applications now.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

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