Client Support Specialist - Greater Baltimore, MD Area (REMOTE) jobs in United States
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Fidelity Investments · 4 hours ago

Client Support Specialist - Greater Baltimore, MD Area (REMOTE)

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
money$50K/yr - $76K/yr
date2+ years exp

Fidelity Investments is a leading financial services company, and they are seeking a Client Support Specialist to enhance relationships with high net worth clients. In this role, you will engage with customers, respond to inquiries, and provide guidance on various financial products and services.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Qualification

Series 7Series 63Financial services experienceFinancial planning knowledgeCustomer service skillsProblem resolution skillsInfluencing skillsVerbal communication skillsWritten communication skillsTime management skillsOrganizational skills

Required

Series 7 required
Series 63 or ability to obtain within 90 days
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

Benefits

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career

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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Recent News

Technology
UK’s Octopus Energy to sell stake in tech spin-off Kraken at $8.65bn valuation
2025-12-30
Technology
UK’s Octopus Energy to sell stake in tech unit Kraken at $8.65bn valuation
2025-12-30
Techmeme
UK-based Octopus Energy reaches a deal to sell about $1B of equity in Kraken Technologies, its tech spin-off, at an $8.65B valuation to a syndicate of investors (Financial Times)
2025-12-30
Company data provided by crunchbase