Client Support Specialist - San Antonio, TX Area (REMOTE)
Fidelity Investments · US
Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application fro...
Job description
Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Edina, Oakdale, Minnetonka, Brookfield, Middleton As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team: While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have: Series 7 required: Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring: Broad based kn...