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Fidelity Investments · Customer Service

Client Support Specialist

United States, Tampa · Job Posted April 21, 2026

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Job Description

Remote, licensed Client Support Specialist in the Greater Tampa, FL Metro area. Must reside near the Greater Tampa, Florida area as occasional in-person participation with peers is required. Work from home capability to support clients remotely. Focus on enhancing relationships with high-net-worth clients who have assets of $250,000 to $1 million.

Job Responsibility

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
Enhancing relationships with high-net-worth clients
Helping to increase customer loyalty and drive business development opportunities

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

Competitive total rewards package
Stable base salary
Benefit programs designed to help you and your family strike the right balance

Fidelity Investments - All Job Offers

Tampa

Client Support Specialist

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