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 Bring
• 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 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
The Value You Deliver
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.
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue, and communicate the solution to the client.
Uncover opportunities and identify products and services that will enhance the clients financial success and partner with the Financial Consultant to further discuss with the client.
Collaborate with internal business partners to research and resolve complex client requests.
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request.
Base Salary Range
The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidates, relevant experience, and other factors.
Total Compensation Package
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include:
• 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
Application Window
Note: The application window closes when the position is filled or unposted.
Work Environment
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week, all business days M-F in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Regulatory Compliance
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment, and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications
• Series 07 - FINRA • Series 63 - FINRA