Client Support Specialist - Greater Phoenix, AZ Area (REMOTE)

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: @@HD@@ Scottsdale, Chandler, Phoenix-Biltmore, Peoria@@/HD@@

@@HD@@ Client Support Specialist@@/HD@@ 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.

You Have • Series 7 required • Series 63 or ability to obtain within 90 days • 2-3 years of previous financial services experience

You Deliver • 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 Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. @@HD@@ Certifications:@@/HD@@ @@HD@@ Series 07 - FINRA, Series 63 - FINRA Category:@@/HD@@ Customer Service Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.