CrawlJobs Logo

Client Support Specialist

Fidelity Investments

Location Icon

Location:
United States , Charlotte ▼

Category Icon
Category:
Customer Service

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.

Job Responsibility:

  • Enhancing relationships with high-net-worth clients who have assets of $250,000 to $1 million
  • Increasing customer loyalty and driving business development opportunities
  • 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

Requirements:

  • Series 7 required
  • Series 63 preferred
  • 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
What we offer:
  • Virtual interviewing and onboarding
  • Access to virtual training and support
  • Work from home capability
  • Competitive total rewards package, including a stable base salary
  • Benefit programs designed to help you and your family strike the right balance

Additional Information:

Job Posted:
April 21, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Icon
Fidelity Investments - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Support Specialist

Client Support & Engagement Specialist

Are you passionate about helping clients thrive? Love working in a fast-paced, p...
Location
Location
United Kingdom , London
Salary
Salary:
18.00 - 20.00 GBP / Hour
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-5 years' experience in Client Success, Support, or Relationship Management
  • Strong communication skills - written, verbal, and interpersonal
  • Proactive mindset with great problem-solving skills
  • Confidence using PowerPoint and Excel
  • Ability to juggle multiple clients and priorities with ease
  • A love for learning new tools and working in a fast-paced environment
Job Responsibility
Job Responsibility
  • Manage a portfolio of clients, driving employee engagement across programmes
  • Own and resolve client queries, working closely with frontline customer service
  • Understand client goals and tailor support to meet their needs
  • Create and edit content for campaigns and engagement initiatives
  • Host calls and webinars to educate clients on programme usage
  • Troubleshoot issues and identify opportunities to boost engagement
  • Collaborate with the London-based Account Director to deliver outstanding results
What we offer
What we offer
  • Be part of a vibrant, supportive team
  • Make a real impact and grow your career
  • Enjoy flexible remote working
  • Potential to go permanent
  • Fulltime
Read More
Arrow Right

Client Support Technical Specialist

Client Support Technical Specialist role at Onebox (Fever Group) providing techn...
Location
Location
Spain , Barcelona
Salary
Salary:
Not provided
https://feverup.com/fe Logo
Fever
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in technical support, helpdesk, or client-facing troubleshooting roles
  • Work proficiency in English
  • Excellent communication skills, building trust and strong relationships with clients
  • Proactive mindset, anticipating client needs and providing solutions
  • Strong teamwork abilities, collaborating with different teams to deliver the best experience
  • Empathy and customer focus, understanding their needs and delivering outstanding service
  • Problem-solving skills, efficiently managing and resolving issues
Job Responsibility
Job Responsibility
  • Be the go-to person for our clients — providing fast, friendly, and effective technical support
  • Deliver training sessions to help clients make the most of our platform
  • Manage helpdesk-style support, responding to incidents with speed, clarity, and professionalism
  • Work cross-functionally with internal teams to improve processes and enhance the overall client experience
  • Participate in on-site event support when needed, ensuring smooth operations and exceptional service
  • Activating/deactivating promotions and templates
  • Ticketing setup and configuration
  • Exporting data, generating reports, and monitoring access activity
What we offer
What we offer
  • Temporary contract 6 months + Permanent contract
  • Hybrid work model – Possibility to work 3 days from home
  • 23 vacation days + your birthday off
  • Training budget to fuel your growth
  • Private health insurance with a special employee discount for you and your family
  • Wellhub access – Stay active and healthy
  • Flexible remuneration with Endenred
  • Team events, after-work activities & two annual parties
  • Additional pay for on-call and event travel shifts
  • Fulltime
Read More
Arrow Right

Customer Support Specialist

Temporary Customer Support Specialist role assisting diverse range of users incl...
Location
Location
United Kingdom , London
Salary
Salary:
35000.00 - 40000.00 GBP / Year ▼
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years in customer support, client service, or helpdesk roles
  • At least 1 year in a tech specialist capacity
  • Preferably within education or training environments
  • Strong background in client communication
  • Excellent written communication skills
  • Fluent in Plain English
  • Strong interest in technology-enabled products
  • Strong reading comprehension
  • Ability to navigate complex requests
  • Experience managing high ticket volumes
Job Responsibility
Job Responsibility
  • Respond to support tickets via Intercom
  • Handle inquiries for apprentices, employers, and internal teams
  • Investigate user-reported issues
  • Replicate scenarios and follow troubleshooting guides
  • Accurately document findings and next steps
  • Maintain strong communication with customers
  • Address sensitive or escalated issues
  • Efficiently prioritise and manage high volume of tickets
  • Set standard for tone of voice and responsiveness
  • Deepen understanding of all product features
What we offer
What we offer
  • Dynamic environment in rapidly growing organisation
  • Team collaboration
  • Professional growth opportunities
  • Potential temp to perm position
  • Fulltime
Read More
Arrow Right

Peer Support Specialist

Are you passionate about using your own recovery journey to help support others?...
Location
Location
United States , Wasilla
Salary
Salary:
22.44 USD / Hour
aarsrecovery.org Logo
Alaska Addiction Rehabilitation Services
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or GED certificate
  • Peer Support Specialist certification with the State of Alaska Commissioner’s office
  • Ability to mentor individuals effectively while fostering a supportive environment
  • Knowledge of behavioral health systems and resources that are available for clients
  • Excellent communication skills, both verbal and written, with the ability to build rapport with diverse populations
  • A compassionate approach towards helping others navigate their challenges
Job Responsibility
Job Responsibility
  • Provide one-on-one support to clients recovering from substance use disorder
  • Promote self-advocacy by assisting recovering persons to have their voices fully heard
  • Assist in the creation and implementation of social activities and help create a positive environment
  • Mentor individuals by offering guidance and support in their personal development
  • Maintain accurate documentation of client interactions and progress
  • Participate in team meetings to discuss client needs, progress, and strategies
What we offer
What we offer
  • 401(k)
  • Dental insurance
  • Life insurance
  • Paid time off
  • Retirement plan
  • Fulltime
Read More
Arrow Right

Associate Product Support Specialist

Bloomreach is building the world’s premier agentic platform for personalization....
Location
Location
Czechia
Salary
Salary:
Not provided
bloomreach.com Logo
Bloomreach
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Basic understanding of HTML, CSS, JS
  • Problem solving skills (from identification to resolution)
  • Analytical thinking and ability to learn quickly
  • English language (advanced or native level)
  • Interest in data analytics and online marketing
  • Know how to communicate and build relationships over time with clients
  • Previous work experience in a client facing role, support or in marketing
Job Responsibility
Job Responsibility
  • Provide consulting to Bloomreach Engagement users through live chat or other channels if needed
  • Cover product and technical questions about the Bloomreach Engagement platform and related technologies
  • Answer questions about different marketing related topics
  • Help clients understand how to create reports, segmentations, campaigns or analyses
  • Diagnose requests, walk customers through the problem-solving process and/or refer the most specialized cases to experts
  • As an expert, provide help to other consultants with advanced use-cases
  • Work on rotations day/night for US hours (Day shift: 9AM-5PM, Night shift: 5PM-1AM)
  • Work day shift for EMEA hours (9AM-5PM)
What we offer
What we offer
  • A great deal of freedom and trust
  • Flexible working hours
  • Virtual-first work with Hubs across three continents
  • Company events
  • 5 paid days off to volunteer
  • People Development Program
  • Communication coach available
  • Leader Development Program
  • $1,500 professional education budget annually
  • Employee Assistance Program with counselors
  • Fulltime
Read More
Arrow Right

Application Support Specialist

Application Support Specialist (Tier 2) role at Referral Rock, a B2B SaaS compan...
Location
Location
Salary
Salary:
Not provided
referralrock.com Logo
Referral Rock
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Advanced HTML (DOM, Forms)
  • Client-side browser JavaScript
  • Use of browser console to analyze pages and debug
  • Use of APIs and webhooks with tools like Postman and Request Bin
  • 3+ years experience
Job Responsibility
Job Responsibility
  • Triage tech support requests
  • Debug and find solutions for customer technical issues
  • Directly assist customers with technical solutions on Zoom calls
  • Contributing to other areas: help product team, level up documentation, create internal documentation, assist with quality assurance, ensure external integration docs remain accurate, record tutorial videos
What we offer
What we offer
  • Benefits available for US-based Employees
  • Fulltime
Read More
Arrow Right

Client Service Specialist - IT Networking

Atris Technology seeks a cheerful client and network support specialist for full...
Location
Location
United States , Gainesville
Salary
Salary:
Not provided
atris.com Logo
Atris Technology
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or Equivalent
  • Valid Florida Drivers License
  • 2 Years IT support Experience
  • CompTIA A+ and Net+ Certifications a plus
  • Professional appearance and telephone presence
  • Excellent oral and written communication skills
  • Customer first attitude
  • At least 2 years experience in an IT environment
  • Drive to learn new technologies
  • Ability to perform under pressure
Job Responsibility
Job Responsibility
  • Telephone support
  • Email support
  • On-site support
  • Remote implementation of custom software, hardware and networks at local and remote customer sites
  • On-site implementation of custom software, hardware, and infrastructure equipment at local and remote customer sites
  • User training
  • Documentation as necessary
  • Business related travel
  • Software testing
  • Implementation and support of custom software, hardware and networks
What we offer
What we offer
  • Strong compensation package
  • Career growth position
  • Fulltime
Read More
Arrow Right

Technical Support Specialist

6sense is on a mission to revolutionize how B2B organizations create revenue by ...
Location
Location
India , Pune
Salary
Salary:
Not provided
https://6sense.com Logo
6sense
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-8 years customer support experience for software applications
  • 3+ Years Knowledge of and experience with SQL
  • Experience with MAP and CRM-Salesforce
  • Strong (verbal and written) communication skills with an ability to build relationships
  • Experience describing technical concepts to a non-technical audience
  • Ability to function and thrive in a team environment with an appreciation of aggressive goals
  • Ability to work independently
  • Effective prioritizations and multitasking
  • Experience working with Google Analytics a plus
  • Experience/knowledge of Salesforce integrations a plus
Job Responsibility
Job Responsibility
  • Analyse, track and resolve customer issues in a prompt manner to ensure that the highest level of client satisfaction is achieved
  • Analyse data using SQL / spreadsheets, and ad hoc analysis
  • Identify alternate solutions when necessary and communicate them to customers
  • Maintain a detailed understanding of product architecture, technical components and application functionality
  • Assist in creating training materials pertaining to product troubleshooting and usage
  • Set up and document troubleshooting procedures for new product features
  • Communicate clearly and effectively with customers, fellow support team members and the other internal teams
What we offer
What we offer
  • Health coverage
  • Paid parental leave
  • Generous paid time-off and holidays
  • Quarterly self-care days off
  • Stock options
  • Equipment and support to work at home or in office
  • Access to LinkedIn Learning platform
  • Quarterly wellness education sessions
  • ERG-hosted events
  • Fulltime
Read More
Arrow Right
Remote jobs Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog Salaries About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy