Fidelity Investments Client Support Specialist – Greater Los Angeles, CA Area (REMOTE): Job Overview, Location, and Employment Details

The job title for this position is Client Support Specialist. This role is specifically designed to support high net worth clients at Fidelity Investments.

This position is located in the Greater Los Angeles, California area, specifically in Seal Beach. However, it is a remote position, allowing for flexibility in work location.

The salary range for the Client Support Specialist role is between $50,000 and $76,000 per year. This range reflects the compensation for a full-time position within the company.

To be eligible for this role, applicants must reside within a 90-mile radius of specific approved branch sites. These sites include locations such as LA Century City, Pasadena, Burbank, and others in the Greater Los Angeles area.

Candidates must possess a Series 7 license to be considered for this position. Additionally, a Series 63 license is required or must be obtained within 90 days of employment, along with 2 to 3 years of previous financial services experience.

Successful candidates should have a broad understanding of general financial planning concepts and proven customer service skills. Strong verbal and written communication skills, along with effective influencing abilities and robust time management skills, are also essential.

The primary responsibilities include engaging with customers through inbound calls and responding to their inquiries. This may involve providing product and service level guidance, processing transactions such as options, equities, mutual funds, and fixed income trades, as well as managing various client situations.

Fidelity Investments emphasizes core values such as putting the customer first, respect, integrity, honesty, innovation, improvement, and competitiveness. These values are integral to the company’s culture and help distinguish it from competitors.