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Wealth Client Support Specialist
Job in
Strongsville, Cuyahoga County, Ohio, 44136, USA
Listed on 2026-09-08
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments is seeking a Client Support Specialist to serve high-net-worth clients with assets between $250k and $1 million, delivering tailored guidance and efficient service in a fast-paced environment.
The role emphasizes inbound calls, trade processing support across options, equities, mutual funds, and fixed income, plus collaboration with Financial Consultants to drive client success. FINRA Series 7 is required, and Series 63 must be obtained within 90 days.
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