Remote (City)

Fidelity is hiring a Client Support Specialist - Greater Orlando, FL Area (REMOTE)

Requirements

  • Valid Series 7 license
  • 2 to 3 years of experience in financial services
  • Proficient with technology and adaptable to new software platforms
  • Solid understanding of core financial planning principles
  • Demonstrated ability in customer service, client assistance, and resolving issues
  • Skilled in influencing and using consultative techniques to enhance client interactions

Nice to Have

  • Series 63 license

Benefits

  • Comprehensive rewards package featuring a reliable base salary to acknowledge performance
  • Benefits designed to support personal and family well-being and work-life harmony

Work Arrangement

Remote (City/Region)

Other

  • Applicant's primary residence must be within 90 miles of approved locations: The Villages, Winter Park
  • Interviewing, onboarding, training, and support will be conducted virtually
  • Employment is subject to regulatory restrictions related to criminal history under securities and investment laws, including those enforced by FINRA
Required Skills
Customer serviceProblem SolvingRemote CollaborationClient OnboardingDocumentationCompliance
About company
Fidelity
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2For roles based in Ireland: Contact AccommodationsIreland@fmr.comFor roles based in Germany: Contact Accommodationsgermany@fmr.comFidelity Privacy Policy
All jobs at Fidelity Visit website
Job Details
Category other
Posted 4 months ago