<strong>Job Description<br><br></strong><strong>To be eligible for consideration of this role, your primary residence must be <br><br></strong><strong>located within a 90 mile radius at the time of application from the approved branch sites listed below: <br><br></strong>Edina, Oakdale, Minnetonka, Brookfield, Middleton<br><br>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.<br><br><strong>The <strong>Team<br><br></strong></strong>While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.<br><br><strong>The <strong>Expertise</strong> You Have<br><br></strong><ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience<br><br></li></ul><strong>The <strong>Skills</strong> You Bring<br><br></strong><ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills<br><br></li></ul><strong>The <strong>Value</strong> You Deliver<br><br></strong><ul><li>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</li><li>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</li><li>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</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request<br><br></li></ul>Fidelity’s Onsite Working Model<br><br>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.<br><br><strong>Certifications<br><br></strong>Series 07 - FINRA, Series 63 - FINRA<br><br><strong>Category<br><br></strong>Customer Service<br><br>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.
About the Client Support Specialist - San Antonio, TX Area (REMOTE) Opportunity
Fidelity Investments is currently hiring for a Client Support Specialist - San Antonio, TX Area (REMOTE) position based in San Antonio, TX, US. This is a full time opportunity suited to candidates who are ready to contribute their skills and grow within a dynamic team environment. Whether you're an experienced professional or looking to take the next step in your career, this role offers a chance to work on meaningful projects while developing new capabilities.
What the Role Involves
As a Client Support Specialist - San Antonio, TX Area (REMOTE), you will be expected to collaborate closely with cross-functional teams, take ownership of key deliverables, and contribute ideas that help Fidelity Investments achieve its goals. Day-to-day responsibilities typically include planning and prioritizing tasks, communicating progress with stakeholders, maintaining high standards of quality, and adapting to evolving business needs. The exact scope of duties may vary depending on team structure and current priorities, so candidates should be comfortable with a role that can evolve over time.
Who Fidelity Investments is Looking For
Successful candidates generally bring a combination of relevant experience, strong communication skills, and a proactive attitude toward problem-solving. Fidelity Investments values individuals who can work independently as well as part of a team, who are detail-oriented, and who bring a positive, adaptable mindset to their work. Prior experience in a similar Client Support Specialist - San Antonio, TX Area (REMOTE) capacity is beneficial, though a strong willingness to learn and grow is equally important.
This position sits within the Financial Services space, so familiarity with the trends, tools, and standards common to that industry can be an advantage, though it is not always a strict requirement.
Compensation and Benefits
Compensation for this role is competitive and commensurate with experience. In addition to base pay, many roles at Fidelity Investments may include benefits such as health coverage, paid time off, opportunities for professional development, and a supportive work culture designed to help employees thrive both personally and professionally.
Why Join Fidelity Investments?
Joining Fidelity Investments as a Client Support Specialist - San Antonio, TX Area (REMOTE) means becoming part of a team that values collaboration, innovation, and continuous improvement. Employees are encouraged to bring their own perspective to the table, and the organization aims to foster an environment where people feel supported in doing their best work. This is a great opportunity for candidates who want their contributions to have a real, visible impact.
How to Apply
If you believe you're a strong fit for the Client Support Specialist - San Antonio, TX Area (REMOTE) role at Fidelity Investments in San Antonio, TX, US, we encourage you to review the full job details above and submit your application through the listed channel. This position was posted on 2026-06-15T17:56:25.000Z and applications are being accepted through 2026-10-02T12:06:39.000Z. Early applications are generally encouraged, as competitive roles like this one can attract a high volume of interest.
