Fidelity Investments
10,000+ employees
Founded 1946
💸 Finance
🤝 B2B
👥 B2C
💰 $2M Series unknown on 2024-03
Finance • B2B • B2C
Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.
Client Support Specialist
🕒 July 22
🦀 Maryland – Remote
💵 $44k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💝 Customer Support
👻 Ghost score 35%
Where this job comes from
Posted on Fidelity Investments's careers page, not through a job board
First seen by Remote Rocketship July 22
Still open on Fidelity Investments's site. Checked Yesterday.
Fidelity Investments
10,000+ employees
Founded 1946
💸 Finance
🤝 B2B
👥 B2C
💰 $2M Series unknown on 2024-03
Finance • B2B • B2C
Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.
📋 Description
• Engage with customers, via inbound calls, responding to their inquiries 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
🎯 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
🏖️ Benefits
• 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
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