CrawlJobs Logo
Fidelity Investments Logo Fidelity Investments · Customer Service

Client Support Specialist

United States, Minneapolis 50000.00 - 76000.00 USD / Year · Job Posted April 20, 2026
Apply Position
Job Link Share

Job Description

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.

Job Responsibility

  • 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 client’s 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

Requirements

  • 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

What we offer

  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Fidelity Investments - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Client Support Specialist

8 matching positions

Client Support Specialist

We are looking for a Customer Relations Specialist to support clients with trave...
Location
Location
United States , Scottsdale
Salary
Salary:
Not provided
travelingwithtasha.com Logo
Traveling with Tasha
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Detail-oriented
  • Self-motivated
  • Comfortable using online systems and digital tools
  • Strong communication, organization, and time management skills
  • Ability to work independently while managing multiple clients
Job Responsibility
Job Responsibility
  • Responding to client inquiries
  • Researching travel options
  • Coordinating and confirming reservations
  • Maintaining consistent follow-up communication
  • Helping ensure accuracy in booking details
  • Providing support throughout the planning process
Read More
Arrow Right
New

Client Support Specialist

We are looking for a Customer Relations Specialist to support clients with trave...
Location
Location
United States , Syracuse
Salary
Salary:
Not provided
travelingwithtasha.com Logo
Traveling with Tasha
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Detail-oriented
  • self-motivated
  • comfortable using online systems and digital tools
  • strong communication, organization, and time management skills
  • ability to work independently while managing multiple clients
Job Responsibility
Job Responsibility
  • Responding to client inquiries
  • researching travel options
  • coordinating and confirming reservations
  • maintaining consistent follow-up communication
  • helping ensure accuracy in booking details
  • providing support throughout the planning process
What we offer
What we offer
  • Flexible remote work
Read More
Arrow Right

Client Support Specialist

Join us as a Client Support Specialist where you will be delivering exceptional ...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent Customer Service skills
  • Good communication skills
  • Problem Solving
Job Responsibility
Job Responsibility
  • Delivering exceptional customer service whilst resolving complex customer needs or request
  • Provision of customer service through various communication channels including chat, email and phone
  • Execution of customer service requirements to resolve more complex, specific customer needs, and give a unique, personalised resolution for each case
  • Collaboration with teams across the bank to align and integrate customer care processes
  • Identification of areas for improvement to provide recommendations for change in customer care processes and provide feedback and coaching for colleagues on these highlighted areas
  • Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations
  • Resolution of specific customer inquiries and issues related to the bank’s products and service, including account balances, transactions and payments
  • Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders
  • Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness
What we offer
What we offer
  • Wellness rooms
  • Gyms
  • Mental health support
  • On-site cafeterias
  • Fitness centers
  • Tech-equipped workstations
  • Collaborative areas
  • Fulltime
Read More
Arrow Right

Client Support Specialist

We are looking for a Customer Relations Specialist to support clients with trave...
Location
Location
United States , Arlington
Salary
Salary:
Not provided
travelingwithtasha.com Logo
Traveling with Tasha
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Detail-oriented
  • self-motivated
  • comfortable using online systems and digital tools
  • strong communication skills
  • strong organization skills
  • strong time management skills
  • ability to work independently while managing multiple clients
Job Responsibility
Job Responsibility
  • Responding to client inquiries
  • researching travel options
  • coordinating and confirming reservations
  • maintaining consistent follow-up communication
  • ensuring accuracy in booking details
  • providing support throughout the planning process
Read More
Arrow Right

Client Support Specialist

We are hiring a Customer Relations Specialist to support clients with travel pla...
Location
Location
United States , Plano
Salary
Salary:
Not provided
travelingwithtasha.com Logo
Traveling with Tasha
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Candidates should be detail-oriented, self-motivated, and comfortable using online systems and digital tools
  • Strong communication, organization, and time management skills are essential
  • Ability to work independently while managing multiple clients.
Job Responsibility
Job Responsibility
  • Responding to client inquiries
  • Researching travel options
  • Coordinating and confirming reservations
  • Maintaining consistent follow-up communication
  • Helping ensure accuracy in booking details
  • Providing support throughout the planning process.
Read More
Arrow Right

Client Support Specialist

We are hiring a Customer Relations Specialist to support clients with travel pla...
Location
Location
United States , Colorado Springs
Salary
Salary:
Not provided
travelingwithtasha.com Logo
Traveling with Tasha
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Detail-oriented
  • self-motivated
  • comfortable using online systems and digital tools
  • strong communication, organization, and time management skills
  • ability to work independently while managing multiple clients
Job Responsibility
Job Responsibility
  • Responding to client inquiries
  • researching travel options
  • coordinating and confirming reservations
  • maintaining consistent follow-up communication
  • ensuring accuracy in booking details
  • providing support throughout the planning process
What we offer
What we offer
  • Flexible remote work
Read More
Arrow Right

Client Support Specialist

This is not a traditional call center role—you will be the frontline specialist ...
Location
Location
Salary
Salary:
12000.00 USD / Year
clipboard.app Logo
Clipboard
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Customer-Centric Mindset
  • Strong Communication Skills – Clear, professional English (both spoken and written)
  • Proactive Problem-Solving
  • High Accountability
Job Responsibility
Job Responsibility
  • Deliver fast, accurate, and empathetic support to our workplace customers across voice and email, resolving shift, payment, and platform-related issues in real time
  • Navigate tools like Zendesk and the Clipboard portal to investigate cases, update form fields, log clear internal notes, and maintain accurate documentation
  • Apply sound judgment and critical thinking to troubleshoot issues, follow or adapt workflows, and escalate only when necessary
  • Develop deep expertise in our products and processes to identify recurring issues or process gaps, helping improve both customer experiences and internal operations
  • Work cross-functionally with teams such as Billing, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively
  • Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction
What we offer
What we offer
  • 100% Remote – Always. Work from anywhere in the world
  • Fast-Paced Startup Environment
  • A Hiring Process That Rewards Skills, Not Just Experience
  • Opportunity to make a significant impact with our workplace customers
  • Fulltime
Read More
Arrow Right

Client Support Specialist

We are hiring a Customer Relations Specialist to support clients with travel pla...
Location
Location
United States , Austin
Salary
Salary:
Not provided
travelingwithtasha.com Logo
Traveling with Tasha
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Detail-oriented
  • self-motivated
  • comfortable using online systems and digital tools
  • strong communication, organization, and time management skills
  • ability to work independently while managing multiple clients
Job Responsibility
Job Responsibility
  • Responding to client inquiries
  • researching travel options
  • coordinating and confirming reservations
  • maintaining consistent follow-up communication
  • helping ensure accuracy in booking details
  • providing support throughout the planning process
Read More
Arrow Right