Client Support Specialist- Greater Chicago, IL Area - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Chicago

    11 hours ago

    Description

    Job Title:

    Client Support Specialist in Greater Chicago, IL Area

    About the Role:

    We are seeking a Client Support Specialist to join our team in Greater Chicago, IL Area. As a key member of our customer service team, you will be responsible for providing exceptional support to high net worth clients with assets ranging from $250,000 to $1 million.

    • Broad based knowledge and understanding of general financial planning concepts
    • Proven customer service and client support skills
    • Familiarity with Series 7 and ability to obtain Series 63 within 90 days

    The Ideal Candidate:

    • Possesses excellent verbal and written communication skills
    • Demonstrates strong time management and organizational skills

    In this role, you will engage with customers via inbound calls, responding to their inquiries which may include providing product guidance, processing transactions such as options trades or equities mutual funds fixed income trade requests etc.


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