Wealth Client Support Specialist - Milwaukee Area
Listed on 2026-09-30
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Fidelity Investments in the United States seeks a Client Support Specialist to service high net worth clients with assets ranging from $250k to $1M. The role emphasizes customer loyalty, complex service needs, and collaboration with Financial Consultants across inbound and outbound interactions.
The position requires Series 7, Series 63 (or ability to obtain within 90 days), and 2–3 years of financial services experience, with onsite work model currently in effect.
We are looking to fill the Wealth Client Support Specialist
- Milwaukee Area position at Fidelity Investments Inc. in United States.
We would love to welcome a new Wealth Client Support Specialist
- Milwaukee Area to our organisation in United States.
For the Wealth Client Support Specialist
- Milwaukee Area position at Fidelity Investments Inc., we are reviewing applications now.
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