Client Support Specialist - Greater Austin, TX Area (REMOTE)

Position Overview

To be eligible for consideration for this role, your primary residence must be located within a 90 mile radius from the approved branch sites: Austin Downtown and Austin Domain. As a Client Support Specialist, you will be an integral part of a fast-paced, team-oriented environment focused on enhancing relationships with our high net worth clients, whose assets range from $250,000 to $1 million, and addressing their complex service and investment needs. In this role, you will help increase customer loyalty and drive business development opportunities.

Our team embodies core values—putting the customer first, respect, integrity, honesty, innovation, improvement, and competitiveness—that have been instrumental in building our proud history. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Key Responsibilities

• Engage with customers via inbound calls by responding to inquiries, providing product and service level guidance, processing transactions (including options, equities, mutual funds, and fixed income trades), and handling other specialized monetary requests.
• Deliver efficient and responsive resolution for various client situations by owning the case, researching issues, and communicating solutions.
• Uncover opportunities and identify products and services that will enhance the client's financial success, partnering with the Financial Consultant to discuss options with the client.
• Collaborate with internal business partners to research and resolve complex client requests.
• Conduct proactive outbound calls to communicate resolutions or secure additional information to close out requests.

Required Qualifications

• Series 7 required (FINRA)
• Series 63 or ability to obtain within 90 days (FINRA)
• 2-3 years of previous financial services experience
• Broad-based knowledge and understanding of general financial planning concepts
• Proven customer service, client support, and problem resolution skills
• Strong verbal and written communication skills
• Ability to effectively influence others
• Robust time management and organizational skills