Client Support Specialist

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Interact with customers through inbound calls, addressing their inquiries.

• Provide prompt and effective solutions for a variety of client issues.

• Take ownership of case management, investigate the problem, and convey the resolution to the client.

• Identify opportunities and highlight products and services that can improve the client's financial well-being.

⛳️ Requirements

• Series 7 certification is mandatory.

• Series 63 certification or the ability to acquire it within 90 days is required.

• A background of 2-3 years in financial services is preferred.

🏝️ Benefits

• Fidelity's operations are regulated by the Securities Exchange Act of 1934.

• Fidelity is committed to providing reasonable accommodations for applicants with disabilities who require adjustments during the application or interview process.