Client Support Specialist - Columbus - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Columbus

    1 day ago

    Description

    Client Support Specialist

    To be eligible for consideration, your primary residence must be within a 90-mile radius of the approved branch sites listed below.

    Columbus

    • You will help us enhance relationships with high net worth clients who have assets between $250,000 to $1 million and complex service and investment needs.

    The Team Values

    • We put customers first and are guided by respect, integrity, honesty, innovation and improvement as well as competitiveness.

    Requirements


    >Series 7 required. You also need Series 63 or can obtain it within 90 days. Previous experience in financial services is necessary (2-3 years).


    The Skills We Seek


    • Broad knowledge of general financial planning concepts is a plus.

    • Excellent customer service and problem resolution skills are essential.

    • A strong communication skill set will allow you to effectively influence others and manage your time efficiently.

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