Client Support Specialist - Greater Tampa, FL Area (REMOTE) jobs in United States
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Fidelity Investments · 4 months ago

Client Support Specialist - Greater Tampa, FL Area (REMOTE)

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
date2+ years exp

Fidelity Investments is seeking a remote Client Support Specialist in the Greater Tampa, FL area to enhance relationships with high-net-worth clients. This role involves engaging with customers, processing their requests, and providing guidance on financial products and services.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Qualification

Series 7Series 63Financial services experienceCustomer service skillsTechnological savvyProblem resolution skillsConsultative skills

Required

Primary residence must be located within a 90 mile radius of the approved branch sites (Tampa, Clearwater, Sarasota)
Series 7 required
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
Broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience

Preferred

Series 63 preferred (paid training & support provided)

Benefits

Competitive total rewards package
Stable base salary

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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